Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
19,194
+4,508
+31% +$98.9K 0.12% 155
2025
Q1
$262K Hold
14,686
0.08% 193
2024
Q4
$210K Hold
14,686
0.06% 211
2024
Q3
$242K Buy
+14,686
New +$242K 0.07% 208
2024
Q2
Sell
-14,686
Closed -$248K 183
2024
Q1
$248K Hold
14,686
0.08% 168
2023
Q4
$224K Buy
+14,686
New +$224K 0.08% 164
2023
Q1
Sell
-19,102
Closed -$203K 175
2022
Q4
$203K Buy
+19,102
New +$203K 0.08% 169