Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33
Closed 521
2025
Q1
$0 Hold
33
﹤0.01% 532
2024
Q4
$0 Sell
33
-367
-92% ﹤0.01% 538
2024
Q3
$5K Buy
+400
New +$5K ﹤0.01% 525
2024
Q1
$2.41M Buy
106,400
+8,900
+9% +$202K 0.03% 478
2023
Q4
$2.42M Sell
97,500
-4,500
-4% -$112K 0.03% 475
2023
Q3
$1.75M Buy
102,000
+52,100
+104% +$891K 0.02% 497
2023
Q2
$827K Buy
+49,900
New +$827K 0.01% 518