Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-993
Closed -$240K 193
2025
Q1
$240K Sell
993
-945
-49% -$228K 0.01% 171
2024
Q4
$469K Hold
1,938
0.02% 170
2024
Q3
$499K Hold
1,938
0.02% 162
2024
Q2
$429K Hold
1,938
0.02% 162
2024
Q1
$484K Sell
1,938
-759
-28% -$190K 0.02% 151
2023
Q4
$651K Buy
+2,697
New +$651K 0.03% 135