Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$659K Sell
22,006
-325
-1% -$9.73K 0.01% 227
2025
Q1
$755K Buy
22,331
+876
+4% +$29.6K 0.01% 214
2024
Q4
$634K Hold
21,455
0.01% 223
2024
Q3
$673K Sell
21,455
-2,000
-9% -$62.8K 0.01% 227
2024
Q2
$847K Hold
23,455
0.02% 183
2024
Q1
$884K Sell
23,455
-6,250
-21% -$236K 0.02% 186
2023
Q4
$1.05M Buy
+29,705
New +$1.05M 0.03% 167