Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
587
+135
+30% +$121K 0.05% 254
2025
Q1
$287K Hold
452
0.03% 325
2024
Q4
$287K Sell
452
-32
-7% -$20.3K 0.04% 227
2024
Q3
$375K Sell
484
-241
-33% -$187K 0.06% 166
2024
Q2
$598K Sell
725
-491
-40% -$405K 0.11% 118
2024
Q1
$850K Buy
1,216
+285
+31% +$199K 0.16% 92
2023
Q4
$542K Buy
+931
New +$542K 0.12% 136