Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Sell
2,264
-410
-15% -$28.1K 0.08% 119
2025
Q1
$173K Hold
2,674
0.1% 173
2024
Q4
$283K Sell
2,674
-29,115
-92% -$3.08M 0.16% 102
2024
Q3
$222K Buy
31,789
+29,115
+1,089% +$203K 0.15% 142
2024
Q2
$283K Hold
2,674
0.16% 102
2024
Q1
$376K Buy
+2,674
New +$376K 0.22% 68