Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Hold
15,800
0.01% 643
2025
Q1
$241K Sell
15,800
-900
-5% -$13.7K 0.01% 643
2024
Q4
$310K Sell
16,700
-3,600
-18% -$66.7K 0.01% 565
2024
Q3
$338K Sell
20,300
-2,600
-11% -$43.3K 0.01% 534
2024
Q2
$294K Hold
22,900
0.01% 559
2024
Q1
$266K Buy
+22,900
New +$266K 0.01% 592