Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$828K Buy
+29,623
New +$828K 0.01% 476
2024
Q3
Sell
-25,000
Closed -$419K 1784
2024
Q2
$419K Sell
25,000
-6,216
-20% -$104K 0.01% 867
2024
Q1
$505K Buy
31,216
+2,083
+7% +$33.7K 0.01% 697
2023
Q4
$438K Buy
+29,133
New +$438K 0.01% 633
2023
Q3
Hold
0
1374