Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
9,214
+7
+0.1% +$197 0.01% 484
2025
Q1
$332K Buy
9,207
+163
+2% +$5.88K 0.01% 330
2024
Q4
$379K Sell
9,044
-4
-0% -$168 0.01% 307
2024
Q3
$293K Buy
9,048
+3,509
+63% +$113K 0.01% 341
2024
Q2
$215K Buy
+5,539
New +$215K 0.25% 77
2023
Q1
Sell
-197,475
Closed -$5.39M 355
2022
Q4
$5.39M Hold
197,475
0.19% 59
2022
Q3
$6.88M Hold
197,475
0.28% 42
2022
Q2
$7.16M Buy
+197,475
New +$7.16M 0.26% 48