Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
33,410
+1,392
+4% +$20.6K 0.01% 782
2025
Q1
$380K Hold
32,018
0.01% 818
2024
Q4
$502K Hold
32,018
0.01% 697
2024
Q3
$683K Sell
32,018
-2,422
-7% -$51.7K 0.02% 601
2024
Q2
$856K Hold
34,440
0.03% 535
2024
Q1
$523K Hold
34,440
0.02% 683
2023
Q4
$701K Sell
34,440
-2,820
-8% -$57.4K 0.02% 556
2023
Q3
$663K Buy
+37,260
New +$663K 0.03% 528