Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Hold
1,800
0.03% 89
2025
Q1
$232K Hold
1,800
0.03% 92
2024
Q4
$232K Sell
1,800
-2,349
-57% -$303K 0.03% 92
2024
Q3
$567K Hold
4,149
0.07% 87
2024
Q2
$424K Sell
4,149
-813
-16% -$83.1K 0.05% 81
2024
Q1
$440K Buy
+4,962
New +$440K 0.06% 85
2023
Q4
Sell
-4,962
Closed -$388K 83
2023
Q3
$388K Buy
+4,962
New +$388K 0.1% 71