Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Sell
27,526
-1,000
-4% -$20.8K 0.07% 137
2025
Q1
$505K Buy
+28,526
New +$505K 0.07% 139
2024
Q4
Hold
0
121
2024
Q3
Hold
0
124
2024
Q2
Sell
-29,826
Closed -$418K 123
2024
Q1
$418K Buy
+29,826
New +$418K 0.05% 165
2023
Q4
Sell
-29,826
Closed -$382K 128
2023
Q3
$382K Hold
29,826
0.06% 156
2023
Q2
$337K Buy
+29,826
New +$337K 0.05% 173