Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Hold
2,550
0.01% 536
2025
Q1
$224K Sell
2,550
-225
-8% -$19.8K 0.01% 544
2024
Q4
$257K Sell
2,775
-5,130
-65% -$475K 0.01% 531
2024
Q3
$733K Hold
7,905
0.03% 375
2024
Q2
$593K Hold
7,905
0.02% 396
2024
Q1
$682K Sell
7,905
-950
-11% -$81.9K 0.03% 386
2023
Q4
$612K Buy
+8,855
New +$612K 0.03% 392