Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
12,800
-134
-1% -$3.28K 0.02% 66
2025
Q1
$358K Sell
12,934
-114
-0.9% -$3.16K 0.03% 68
2024
Q4
$426K Hold
13,048
0.04% 42
2024
Q3
$468K Sell
13,048
-118
-0.9% -$4.23K 0.04% 39
2024
Q2
$461K Hold
13,166
0.04% 39
2024
Q1
$398K Sell
13,166
-350
-3% -$10.6K 0.04% 47
2023
Q4
$407K Buy
+13,516
New +$407K 0.04% 44
2022
Q1
Sell
-100
Closed -$4K 189
2021
Q4
$4K Hold
100
﹤0.01% 688
2021
Q3
$3K Buy
+100
New +$3K ﹤0.01% 712