Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Sell
6,850
-1,185
-15% -$64.4K 0.01% 982
2025
Q1
$365K Hold
8,035
0.01% 892
2024
Q4
$365K Buy
8,035
+2,169
+37% +$98.5K 0.01% 886
2024
Q3
$278K Sell
5,866
-12
-0.2% -$570 0.01% 965
2024
Q2
$270K Buy
5,878
+279
+5% +$12.8K 0.01% 924
2024
Q1
$242K Buy
5,599
+2,426
+76% +$105K 0.01% 941
2023
Q4
$126K Buy
+3,173
New +$126K ﹤0.01% 1110