Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Hold
1,304
0.01% 496
2025
Q1
$216K Buy
1,304
+31
+2% +$5.15K 0.01% 547
2024
Q4
$251K Hold
1,273
0.01% 538
2024
Q3
$221K Hold
1,273
0.01% 577
2024
Q2
$221K Sell
1,273
-400
-24% -$69.5K 0.01% 563
2024
Q1
$228K Buy
+1,673
New +$228K 0.01% 559
2021
Q2
Sell
-1,964
Closed -$232K 601
2021
Q1
$232K Buy
+1,964
New +$232K 0.01% 522