Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Sell
700
-850
-55% -$129K 0.07% 101
2025
Q1
$228K Hold
1,550
0.21% 85
2024
Q4
$200K Sell
1,550
-225
-13% -$29K 0.18% 87
2024
Q3
$243K Buy
+1,775
New +$243K 0.23% 90
2024
Q1
Sell
-6,016
Closed -$550K 105
2023
Q4
$550K Buy
+6,016
New +$550K 0.59% 59
2023
Q3
Sell
-1,017
Closed -$85.1K 164
2023
Q2
$85.1K Hold
1,017
0.08% 135
2023
Q1
$89.3K Buy
1,017
+778
+326% +$68.3K 0.1% 117
2022
Q4
$24K Buy
+239
New +$24K 0.03% 145