Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
10,052
+200
+2% +$10.3K 0.04% 400
2025
Q1
$527K Hold
9,852
0.04% 375
2024
Q4
$472K Buy
9,852
+2,640
+37% +$126K 0.03% 429
2024
Q3
$321K Sell
7,212
-2,150
-23% -$95.7K 0.03% 498
2024
Q2
$399K Buy
+9,362
New +$399K 0.03% 444
2024
Q1
Sell
-9,550
Closed -$351K 595
2023
Q4
$351K Sell
9,550
-568
-6% -$20.9K 0.03% 505
2023
Q3
$360K Buy
+10,118
New +$360K 0.06% 306