Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
2,262
+35
+2% +$3.27K 0.11% 123
2025
Q1
$162K Hold
2,227
0.1% 140
2024
Q4
$134K Hold
2,227
0.08% 159
2024
Q3
$167K Hold
2,227
0.1% 140
2024
Q2
$162K Sell
2,227
-3,922
-64% -$285K 0.11% 136
2024
Q1
$473K Sell
6,149
-1,136
-16% -$87.5K 0.32% 56
2023
Q4
$449K Buy
7,285
+4,915
+207% +$303K 0.33% 56
2023
Q3
$109K Buy
+2,370
New +$109K 0.08% 211