Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Hold
1,480
0.01% 233
2025
Q1
$327K Hold
1,480
0.02% 215
2024
Q4
$304K Sell
1,480
-75
-5% -$15.4K 0.02% 234
2024
Q3
$279K Sell
1,555
-117
-7% -$21K 0.01% 242
2024
Q2
$249K Hold
1,672
0.01% 265
2024
Q1
$267K Hold
1,672
0.01% 257
2023
Q4
$222K Buy
+1,672
New +$222K 0.01% 275
2022
Q1
Sell
-2,217
Closed -$230K 322
2021
Q4
$230K Buy
+2,217
New +$230K 0.01% 277