Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
+33,821
New +$1.78M 0.02% 155
2025
Q1
Sell
-8,343
Closed -$351K 895
2024
Q4
$351K Buy
+8,343
New +$351K ﹤0.01% 338
2024
Q3
Hold
0
717
2024
Q2
Sell
-1,500
Closed -$67.5K 680
2024
Q1
$67.5K Buy
+1,500
New +$67.5K ﹤0.01% 327
2023
Q4
Hold
0
727
2023
Q3
Hold
0
671