Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Hold
1,999
0.01% 903
2025
Q1
$256K Hold
1,999
0.01% 900
2024
Q4
$313K Sell
1,999
-1,765
-47% -$276K 0.01% 852
2024
Q3
$515K Hold
3,764
0.02% 686
2024
Q2
$388K Hold
3,764
0.01% 748
2024
Q1
$357K Hold
3,764
0.01% 778
2023
Q4
$407K Buy
3,764
+798
+27% +$86.3K 0.01% 735
2023
Q3
$276K Buy
+2,966
New +$276K 0.01% 860