Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Sell
122,830
-20,000
-14% -$17.6K 0.05% 271
2025
Q1
$199K Hold
142,830
0.09% 201
2024
Q4
$263K Hold
142,830
0.12% 165
2024
Q3
$233K Hold
142,830
0.11% 180
2024
Q2
$259K Hold
142,830
0.13% 164
2024
Q1
$177K Hold
142,830
0.09% 216
2023
Q4
$115K Hold
142,830
0.06% 254
2023
Q3
$171K Sell
142,830
-13,000
-8% -$15.6K 0.09% 195
2023
Q2
$207K Sell
155,830
-35,000
-18% -$46.6K 0.11% 174
2023
Q1
$277K Sell
190,830
-29,723
-13% -$43.1K 0.2% 99
2022
Q4
$329K Buy
+220,553
New +$329K 0.29% 78