Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
+6,000
New +$258K 0.07% 103
2025
Q1
Sell
-9,000
Closed -$376K 107
2024
Q4
$376K Sell
9,000
-27,299
-75% -$1.14M 0.13% 83
2024
Q3
$317K Hold
36,299
0.1% 127
2024
Q2
$255K Hold
36,299
0.09% 131
2024
Q1
$363K Hold
36,299
0.14% 110
2023
Q4
$450K Hold
36,299
0.2% 88
2023
Q3
$540K Sell
36,299
-12,500
-26% -$186K 0.27% 74
2023
Q2
$660K Buy
+48,799
New +$660K 0.29% 75