Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Hold
4,785
0.08% 91
2025
Q1
$421K Sell
4,785
-1,000
-17% -$88K 0.11% 76
2024
Q4
$535K Hold
5,785
0.12% 69
2024
Q3
$537K Hold
5,785
0.13% 66
2024
Q2
$434K Sell
5,785
-41
-0.7% -$3.07K 0.07% 67
2024
Q1
$503K Sell
5,826
-7,174
-55% -$619K 0.14% 57
2023
Q4
$899K Buy
+13,000
New +$899K 0.29% 32
2023
Q3
Sell
-5,000
Closed -$279K 101
2023
Q2
$279K Buy
+5,000
New +$279K 0.09% 74