Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$143K Hold
20,111
0.01% 353
2024
Q4
$184K Sell
20,111
-500
-2% -$4.59K 0.01% 325
2024
Q3
$200K Sell
20,611
-17,583
-46% -$171K 0.01% 336
2024
Q2
$311K Hold
38,194
0.03% 230
2024
Q1
$308K Buy
38,194
+17,583
+85% +$142K 0.03% 202
2023
Q4
$113K Hold
20,611
0.01% 223
2023
Q3
$108K Hold
20,611
0.01% 195
2023
Q2
$238K Hold
20,611
0.03% 164
2023
Q1
$257K Buy
+20,611
New +$257K 0.03% 154