Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-906
Closed -$225K 66
2025
Q1
$225K Sell
906
-78
-8% -$19.4K 0.04% 71
2024
Q4
$216K Hold
984
0.05% 66
2024
Q3
$218K Buy
+984
New +$218K 0.04% 67
2024
Q2
Sell
-1,137
Closed -$217K 67
2024
Q1
$217K Buy
+1,137
New +$217K 0.05% 63
2023
Q4
Sell
-3,156
Closed -$443K 69
2023
Q3
$443K Hold
3,156
0.12% 43
2023
Q2
$422K Buy
+3,156
New +$422K 0.12% 43