Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
3,208
+42
+1% +$5.06K 0.01% 346
2025
Q1
$369K Hold
3,166
0.01% 344
2024
Q4
$380K Buy
+3,166
New +$380K 0.01% 340
2024
Q1
Sell
-33,900
Closed -$2.94M 86
2023
Q4
$2.94M Sell
33,900
-10,400
-23% -$901K 1.67% 21
2023
Q3
$3.11M Sell
44,300
-4,500
-9% -$316K 2.32% 14
2023
Q2
$3.25M Buy
+48,800
New +$3.25M 2.39% 11