Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$704K Hold
10,000
0.03% 355
2025
Q1
$733K Buy
+10,000
New +$733K 0.04% 323
2024
Q4
Sell
-5,000
Closed -$330K 592
2024
Q3
$330K Hold
5,000
0.02% 488
2024
Q2
$361K Hold
5,000
0.02% 443
2024
Q1
$335K Hold
5,000
0.02% 453
2023
Q4
$329K Hold
5,000
0.02% 434
2023
Q3
$322K Hold
5,000
0.02% 414
2023
Q2
$302K Hold
5,000
0.02% 426
2023
Q1
$288K Hold
5,000
0.02% 410
2022
Q4
$285K Sell
5,000
-10,000
-67% -$570K 0.02% 409
2022
Q3
$746K Hold
15,000
0.06% 263
2022
Q2
$784K Buy
+15,000
New +$784K 0.05% 289