Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
3,024
+729
+32% +$59.3K 0.02% 763
2025
Q1
$227K Buy
2,295
+2,293
+114,650% +$227K 0.02% 735
2024
Q4
$210 Sell
2
-2,049
-100% -$215K 0.02% 738
2024
Q3
$186K Hold
2,051
0.02% 808
2024
Q2
$167K Hold
2,051
0.02% 812
2024
Q1
$164K Hold
2,051
0.02% 815
2023
Q4
$144K Sell
2,051
-745
-27% -$52.3K 0.01% 842
2023
Q3
$177K Buy
+2,796
New +$177K 0.02% 732