Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Hold
30,500
0.01% 619
2025
Q1
$231K Sell
30,500
-8,000
-21% -$60.7K 0.01% 674
2024
Q4
$312K Hold
38,500
0.01% 605
2024
Q3
$354K Hold
38,500
0.01% 567
2024
Q2
$348K Hold
38,500
0.01% 550
2024
Q1
$270K Hold
38,500
0.01% 603
2023
Q4
$213K Buy
38,500
+5,000
+15% +$27.6K 0.01% 637
2023
Q3
$163K Hold
33,500
﹤0.01% 679
2023
Q2
$161K Buy
+33,500
New +$161K ﹤0.01% 678