Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
35,636
+20,000
+128% +$217K 0.11% 159
2025
Q1
$157K Sell
15,636
-26,107
-63% -$262K 0.05% 212
2024
Q4
$441K Hold
41,743
0.14% 135
2024
Q3
$441K Hold
41,743
0.14% 136
2024
Q2
$523K Buy
41,743
+2,660
+7% +$33.4K 0.18% 124
2024
Q1
$519K Sell
39,083
-10,000
-20% -$133K 0.19% 125
2023
Q4
$598K Buy
49,083
+10,000
+26% +$122K 0.25% 101
2023
Q3
$485K Sell
39,083
-1,000
-2% -$12.4K 0.23% 107
2023
Q2
$606K Sell
40,083
-644
-2% -$9.74K 0.29% 92
2023
Q1
$513K Buy
40,727
+1,039
+3% +$13.1K 0.27% 108
2022
Q4
$462K Buy
+39,688
New +$462K 0.27% 98