Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Sell
7,765
-235
-3% -$12.4K 0.01% 110
2025
Q1
$337K Hold
8,000
0.01% 125
2024
Q4
$336K Hold
8,000
0.01% 133
2024
Q3
$400K Sell
8,000
-1,800
-18% -$89.9K 0.01% 134
2024
Q2
$580K Hold
9,800
0.01% 125
2024
Q1
$441K Sell
9,800
-12,900
-57% -$581K 0.01% 135
2023
Q4
$624K Sell
22,700
-21,800
-49% -$600K 0.01% 131
2023
Q3
$1.05M Hold
44,500
0.02% 127
2023
Q2
$1.17M Sell
44,500
-1,200
-3% -$31.6K 0.02% 126
2023
Q1
$841K Hold
45,700
0.01% 132
2022
Q4
$707K Buy
45,700
+20,300
+80% +$314K 0.01% 146
2022
Q3
$509K Buy
+25,400
New +$509K 0.01% 148