Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Hold
28
﹤0.01% 1156
2025
Q1
$203K Sell
28
-195
-87% -$1.41M ﹤0.01% 1132
2024
Q4
$1.82M Sell
223
-2
-0.9% -$16.4K 0.02% 481
2024
Q3
$2.21M Sell
225
-6
-3% -$58.9K 0.03% 446
2024
Q2
$1.75M Hold
231
0.02% 502
2024
Q1
$1.87M Buy
231
+1
+0.4% +$8.1K 0.02% 514
2023
Q4
$1.61M Buy
230
+183
+389% +$1.28M 0.02% 527
2023
Q3
$280K Buy
+47
New +$280K ﹤0.01% 1090
2022
Q2
Sell
-227
Closed -$1.01M 1168
2022
Q1
$1.01M Buy
+227
New +$1.01M 0.01% 615