Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15
Closed -$109K 1450
2025
Q1
$109K Buy
+15
New +$109K ﹤0.01% 1051
2024
Q1
Sell
-250
Closed -$1.75M 1510
2023
Q4
$1.75M Buy
+250
New +$1.75M 0.04% 361
2023
Q1
Sell
-400
Closed -$1.85M 1608
2022
Q4
$1.85M Buy
400
+300
+300% +$1.38M 0.13% 181
2022
Q3
$399K Buy
+100
New +$399K 0.04% 460