Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
14,906
-3,707
-20% -$90.7K 0.01% 989
2025
Q1
$607K Hold
18,613
0.01% 707
2024
Q4
$607K Buy
18,613
+3,146
+20% +$103K 0.01% 702
2024
Q3
$555K Buy
15,467
+2,779
+22% +$99.7K 0.01% 727
2024
Q2
$444K Buy
12,688
+5,015
+65% +$176K 0.01% 744
2024
Q1
$232K Buy
7,673
+3,187
+71% +$96.3K 0.01% 954
2023
Q4
$135K Buy
+4,486
New +$135K 0.01% 1085