Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
4,867
+2,617
+116% +$275K 0.01% 220
2025
Q1
$225K Hold
2,250
0.01% 225
2024
Q4
$246K Sell
2,250
-200
-8% -$21.9K 0.01% 222
2024
Q3
$282K Sell
2,450
-250
-9% -$28.8K 0.01% 227
2024
Q2
$269K Hold
2,700
0.01% 226
2024
Q1
$298K Hold
2,700
0.01% 212
2023
Q4
$289K Hold
2,700
0.01% 207
2023
Q3
$266K Sell
2,700
-600
-18% -$59.1K 0.01% 204
2023
Q2
$348K Sell
3,300
-200
-6% -$21.1K 0.02% 194
2023
Q1
$337K Buy
+3,500
New +$337K 0.02% 194