Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
3,400
+800
+31% +$69.1K 0.04% 86
2025
Q1
$135K Sell
2,600
-300
-10% -$15.6K 0.04% 84
2024
Q4
$160K Hold
2,900
0.07% 72
2024
Q3
$194K Hold
2,900
0.09% 73
2024
Q2
$161K Sell
2,900
-14,500
-83% -$804K 0.08% 73
2024
Q1
$890K Sell
17,400
-5,400
-24% -$276K 0.13% 66
2023
Q4
$1.04M Hold
22,800
0.13% 70
2023
Q3
$938K Sell
22,800
-3,900
-15% -$160K 0.14% 71
2023
Q2
$1.18M Hold
26,700
0.14% 79
2023
Q1
$1.05M Hold
26,700
0.15% 77
2022
Q4
$797K Hold
26,700
0.13% 83
2022
Q3
$710K Hold
26,700
0.13% 82
2022
Q2
$606K Buy
26,700
+19,872
+291% +$451K 0.1% 94
2022
Q1
$183K Buy
+6,828
New +$183K 0.03% 123