Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.9K Hold
4,500
0.01% 129
2025
Q1
$53.4K Sell
4,500
-700
-13% -$8.31K 0.01% 133
2024
Q4
$67.1K Sell
5,200
-6,160
-54% -$79.5K 0.01% 112
2024
Q3
$160K Hold
11,360
0.03% 84
2024
Q2
$160K Sell
11,360
-15,840
-58% -$223K 0.03% 84
2024
Q1
$526K Buy
+27,200
New +$526K 0.12% 56
2021
Q2
Sell
-2,000
Closed -$126K 236
2021
Q1
$126K Buy
+2,000
New +$126K 0.04% 67