Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,118
Closed -$125K 488
2025
Q1
$125K Sell
1,118
-121
-10% -$13.5K 0.01% 343
2024
Q4
$138K Hold
1,239
0.01% 334
2024
Q3
$135K Hold
1,239
0.01% 417
2024
Q2
$105K Sell
1,239
-1,311
-51% -$111K 0.01% 451
2024
Q1
$224K Hold
2,550
0.03% 300
2023
Q4
$210K Hold
2,550
0.03% 297
2023
Q3
$167K Hold
2,550
0.03% 311
2023
Q2
$164K Hold
2,550
0.03% 318
2023
Q1
$162K Sell
2,550
-2,484
-49% -$158K 0.03% 318
2022
Q4
$244K Hold
5,034
0.04% 230
2022
Q3
$232K Hold
5,034
0.05% 221
2022
Q2
$247K Hold
5,034
0.05% 199
2022
Q1
$283K Buy
+5,034
New +$283K 0.05% 219