Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
1,011
+225
+29% +$89K 0.11% 75
2025
Q1
$292K Buy
786
+7
+0.9% +$2.6K 0.09% 79
2024
Q4
$281K Buy
779
+18
+2% +$6.48K 0.09% 83
2024
Q3
$275K Hold
761
0.11% 78
2024
Q2
$259K Sell
761
-100
-12% -$34K 0.11% 76
2024
Q1
$308K Buy
+861
New +$308K 0.14% 68
2023
Q4
Sell
-33,303
Closed -$677K 274
2023
Q3
$677K Buy
33,303
+32,318
+3,281% +$657K 0.35% 49
2023
Q2
$267K Hold
985
0.13% 75
2023
Q1
$250K Sell
985
-25
-2% -$6.34K 0.13% 77
2022
Q4
$220K Buy
+1,010
New +$220K 0.13% 79