Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
10,970
-2,765
-20% -$72K 0.03% 121
2025
Q1
$349K Hold
13,735
0.04% 103
2024
Q4
$291K Sell
13,735
-1,000
-7% -$21.2K 0.04% 114
2024
Q3
$285K Buy
14,735
+1,505
+11% +$29.1K 0.04% 120
2024
Q2
$225K Hold
13,230
0.03% 123
2024
Q1
$227K Hold
13,230
0.03% 127
2023
Q4
$251K Buy
+13,230
New +$251K 0.04% 119