Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Hold
159,722
﹤0.01% 3663
2025
Q1
$1.08M Hold
159,722
﹤0.01% 3760
2024
Q4
$833K Sell
159,722
-217,262
-58% -$1.13M ﹤0.01% 4021
2024
Q3
$2.36M Sell
376,984
-16,751
-4% -$105K ﹤0.01% 3254
2024
Q2
$2.32M Buy
393,735
+265,131
+206% +$1.56M ﹤0.01% 3107
2024
Q1
$866K Sell
128,604
-48,795
-28% -$328K ﹤0.01% 3702
2023
Q4
$1.4M Buy
+177,399
New +$1.4M ﹤0.01% 3443