Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
740
-260
-26% -$92.8K 0.07% 155
2025
Q1
$399K Hold
1,000
0.1% 132
2024
Q4
$359K Sell
1,000
-100
-9% -$35.9K 0.06% 123
2024
Q3
$381K Sell
1,100
-1,305
-54% -$452K 0.09% 109
2024
Q2
$706K Buy
2,405
+1,610
+203% +$473K 0.18% 88
2024
Q1
$265K Buy
+795
New +$265K 0.05% 184
2023
Q2
Sell
-3,439
Closed -$1.08M 191
2023
Q1
$1.08M Buy
+3,439
New +$1.08M 0.22% 64