Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Hold
1,535
0.01% 189
2025
Q1
$255K Sell
1,535
-80
-5% -$13.3K 0.01% 199
2024
Q4
$319K Sell
1,615
-88
-5% -$17.4K 0.01% 189
2024
Q3
$296K Hold
1,703
0.01% 189
2024
Q2
$296K Hold
1,703
0.01% 187
2024
Q1
$232K Buy
+1,703
New +$232K 0.01% 193
2021
Q3
Sell
-4,812
Closed -$579K 204
2021
Q2
$579K Hold
4,812
0.02% 174
2021
Q1
$568K Buy
+4,812
New +$568K 0.02% 169