Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
27,400
-500
-2% -$6.58K 0.02% 361
2025
Q1
$264K Hold
27,900
0.02% 410
2024
Q4
$263K Sell
27,900
-27,900
-50% -$263K 0.02% 394
2024
Q3
$516K Buy
55,800
+22,080
+65% +$204K 0.03% 334
2024
Q2
$205K Sell
33,720
-2,000
-6% -$12.1K 0.02% 432
2024
Q1
$189K Hold
35,720
0.02% 436
2023
Q4
$231K Sell
35,720
-3,000
-8% -$19.4K 0.02% 382
2023
Q3
$156K Hold
38,720
0.02% 396
2023
Q2
$88.3K Buy
38,720
+20,720
+115% +$47.2K 0.01% 404
2023
Q1
$31.6K Buy
+18,000
New +$31.6K ﹤0.01% 393