Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
15,073
-6,427
-30% -$85.7K 0.02% 291
2025
Q1
$333K Hold
21,500
0.04% 248
2024
Q4
$186K Buy
+21,500
New +$186K 0.02% 294
2024
Q2
$185K Sell
21,500
-7,000
-25% -$60.3K 0.02% 278
2024
Q1
$234K Hold
28,500
0.03% 264
2023
Q4
$227K Buy
+28,500
New +$227K 0.03% 256