Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Buy
54,299
+69
+0.1% +$584 0.04% 311
2025
Q1
$441K Sell
54,230
-10,000
-16% -$81.4K 0.04% 302
2024
Q4
$444K Sell
64,230
-10,000
-13% -$69.1K 0.04% 303
2024
Q3
$537K Hold
74,230
0.05% 269
2024
Q2
$564K Hold
74,230
0.06% 252
2024
Q1
$499K Buy
74,230
+996
+1% +$6.69K 0.05% 270
2023
Q4
$499K Sell
73,234
-13,976
-16% -$95.3K 0.06% 255
2023
Q3
$523K Buy
+87,210
New +$523K 0.07% 230