Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
1,044
-47
-4% -$14.8K 0.01% 541
2025
Q1
$332K Hold
1,091
0.01% 534
2024
Q4
$362K Hold
1,091
0.01% 500
2024
Q3
$364K Sell
1,091
-100
-8% -$33.4K 0.02% 496
2024
Q2
$491K Buy
1,191
+18
+2% +$7.41K 0.02% 415
2024
Q1
$474K Sell
1,173
-327
-22% -$132K 0.02% 420
2023
Q4
$460K Hold
1,500
0.02% 418
2023
Q3
$363K Sell
1,500
-921
-38% -$223K 0.02% 448
2023
Q2
$581K Buy
+2,421
New +$581K 0.03% 371