Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Buy
3,000
+1,000
+50% +$162K 0.3% 90
2025
Q1
$214K Hold
2,000
0.15% 121
2024
Q4
$247K Sell
2,000
-1,650
-45% -$204K 0.18% 108
2024
Q3
$522K Hold
3,650
0.36% 79
2024
Q2
$597K Hold
3,650
0.43% 69
2024
Q1
$456K Sell
3,650
-3,150
-46% -$394K 0.33% 82
2023
Q4
$511K Buy
+6,800
New +$511K 0.4% 73