Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
910
-333
-27% -$96.5K 0.05% 145
2025
Q1
$375K Hold
1,243
0.08% 117
2024
Q4
$343K Buy
1,243
+335
+37% +$92.6K 0.07% 120
2024
Q3
$262K Hold
908
0.06% 140
2024
Q2
$232K Hold
908
0.05% 137
2024
Q1
$235K Sell
908
-10
-1% -$2.59K 0.06% 126
2023
Q4
$207K Buy
918
+908
+9,080% +$205K 0.06% 131
2023
Q3
$2.08K Buy
+10
New +$2.08K ﹤0.01% 275