Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
+1,508
New +$237K 0.01% 353
2025
Q1
Sell
-1,508
Closed -$215K 378
2024
Q4
$215K Hold
1,508
0.01% 349
2024
Q3
$225K Sell
1,508
-400
-21% -$59.8K 0.02% 336
2024
Q2
$246K Hold
1,908
0.02% 304
2024
Q1
$260K Hold
1,908
0.02% 313
2023
Q4
$228K Buy
+1,908
New +$228K 0.02% 330
2023
Q2
Sell
-2,908
Closed -$251K 365
2023
Q1
$251K Hold
2,908
0.03% 251
2022
Q4
$236K Buy
+2,908
New +$236K 0.03% 260
2022
Q1
Sell
-2,078
Closed -$212K 309
2021
Q4
$212K Buy
+2,078
New +$212K 0.02% 297