Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
549
+38
+7% +$17.8K 0.01% 646
2025
Q1
$238K Hold
511
0.01% 619
2024
Q4
$214K Buy
+511
New +$214K 0.01% 630
2024
Q3
Sell
-528
Closed -$232K 522
2024
Q2
$232K Buy
+528
New +$232K 0.01% 559
2024
Q1
Sell
-1,090
Closed -$448K 487
2023
Q4
$448K Buy
1,090
+481
+79% +$198K 0.03% 381
2023
Q3
$227K Buy
+609
New +$227K 0.02% 493
2023
Q2
Sell
-622
Closed -$221K 426
2023
Q1
$221K Hold
622
0.02% 475
2022
Q4
$202K Sell
622
-123
-17% -$39.9K 0.02% 465
2022
Q3
$201K Buy
+745
New +$201K 0.02% 491