Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Hold
4,990
0.02% 33
2025
Q1
$364K Buy
4,990
+1,490
+43% +$109K 0.01% 32
2024
Q4
$211K Hold
3,500
0.01% 46
2024
Q3
$263K Sell
3,500
-250
-7% -$18.8K 0.01% 38
2024
Q2
$273K Sell
3,750
-750
-17% -$54.5K 0.01% 37
2024
Q1
$346K Sell
4,500
-200
-4% -$15.4K 0.01% 35
2023
Q4
$289K Sell
4,700
-1,100
-19% -$67.7K 0.01% 35
2023
Q3
$267K Buy
5,800
+600
+12% +$27.6K 0.01% 38
2023
Q2
$224K Buy
+5,200
New +$224K 0.01% 37