Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
1,605
+105
+7% +$23.4K 0.01% 470
2025
Q1
$308K Hold
1,500
0.01% 494
2024
Q4
$274K Hold
1,500
0.01% 516
2024
Q3
$309K Sell
1,500
-1,700
-53% -$350K 0.01% 514
2024
Q2
$560K Hold
3,200
0.02% 404
2024
Q1
$550K Sell
3,200
-400
-11% -$68.7K 0.02% 419
2023
Q4
$542K Buy
3,600
+796
+28% +$120K 0.02% 408
2023
Q3
$337K Buy
2,804
+4
+0.1% +$481 0.02% 463
2023
Q2
$348K Hold
2,800
0.02% 469
2023
Q1
$324K Sell
2,800
-44
-2% -$5.09K 0.02% 472
2022
Q4
$321K Buy
+2,844
New +$321K 0.02% 459