Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Hold
3,182
0.01% 535
2025
Q1
$280K Sell
3,182
-700
-18% -$61.5K 0.01% 576
2024
Q4
$451K Hold
3,882
0.02% 451
2024
Q3
$479K Sell
3,882
-200
-5% -$24.7K 0.02% 433
2024
Q2
$526K Hold
4,082
0.02% 407
2024
Q1
$428K Hold
4,082
0.02% 440
2023
Q4
$360K Sell
4,082
-87
-2% -$7.67K 0.02% 460
2023
Q3
$316K Buy
+4,169
New +$316K 0.02% 475