Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Buy
72
+32
+80% +$236K 0.01% 835
2025
Q1
$327K Hold
40
0.01% 933
2024
Q4
$327K Sell
40
-7
-15% -$57.3K 0.01% 927
2024
Q3
$461K Buy
47
+7
+18% +$68.7K 0.01% 785
2024
Q2
$304K Buy
40
+15
+60% +$114K 0.01% 872
2024
Q1
$202K Buy
25
+2
+9% +$16.2K 0.01% 1014
2023
Q4
$161K Buy
+23
New +$161K 0.01% 1001