Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
+517
New +$200K 0.01% 69
2025
Q1
Sell
-517
Closed -$230K 69
2024
Q4
$230K Buy
517
+80
+18% +$35.6K 0.02% 70
2024
Q3
$226K Buy
+437
New +$226K 0.02% 69
2021
Q3
Sell
-557
Closed -$326K 44
2021
Q2
$326K Buy
+557
New +$326K 0.73% 45