Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
+411
New +$368K 0.03% 207
2024
Q4
$415K Buy
659
+368
+126% +$232K 0.05% 146
2024
Q3
$225K Buy
+291
New +$225K 0.04% 255
2023
Q1
Sell
-400
Closed -$151K 416
2022
Q4
$151K Buy
+400
New +$151K 0.16% 92
2021
Q3
Sell
-41
Closed -$13K 201
2021
Q2
$13K Buy
+41
New +$13K 0.01% 83