Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Sell
6,414
-204
-3% -$18.7K 0.04% 104
2025
Q1
$582K Sell
6,618
-170
-3% -$15K 0.04% 95
2024
Q4
$628K Hold
6,788
0.05% 94
2024
Q3
$630K Sell
6,788
-916
-12% -$85K 0.05% 101
2024
Q2
$578K Buy
+7,704
New +$578K 0.04% 100
2024
Q1
Sell
-10,000
Closed -$692K 277
2023
Q4
$692K Buy
+10,000
New +$692K 0.06% 99