Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
+1,530
New +$261K 0.06% 186
2025
Q1
Sell
-1,529
Closed -$208K 205
2024
Q4
$208K Buy
+1,529
New +$208K 0.06% 175
2023
Q2
$693K Hold
5,873
0.22% 83
2023
Q1
$555K Hold
5,873
0.19% 93
2022
Q4
$501K Sell
5,873
-5,000
-46% -$427K 0.29% 66
2022
Q3
$690K Buy
+10,873
New +$690K 0.43% 49