Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Sell
4,161
-2
-0% -$265 0.06% 145
2025
Q1
$497K Hold
4,163
0.07% 142
2024
Q4
$547K Sell
4,163
-272
-6% -$35.7K 0.08% 133
2024
Q3
$562K Buy
+4,435
New +$562K 0.08% 140
2024
Q1
Sell
-7,764
Closed -$1.06M 314
2023
Q4
$1.06M Buy
7,764
+338
+5% +$46K 0.19% 93
2023
Q3
$1.02M Sell
7,426
-3,289
-31% -$451K 0.31% 75
2023
Q2
$1.37M Buy
+10,715
New +$1.37M 0.41% 56