Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
37,726
-68,939
-65% -$578K 0.01% 896
2025
Q1
$676K Hold
106,665
0.02% 618
2024
Q4
$941K Buy
106,665
+9,029
+9% +$79.6K 0.02% 547
2024
Q3
$868K Sell
97,636
-13,440
-12% -$119K 0.02% 658
2024
Q2
$1.14M Hold
111,076
0.03% 571
2024
Q1
$1.75M Buy
+111,076
New +$1.75M 0.03% 467