Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
441
-4,072
-90% -$1.98M ﹤0.01% 1558
2025
Q1
$2.78M Buy
+4,513
New +$2.78M 0.04% 480
2024
Q2
Sell
-3,485
Closed -$2.24M 1848
2024
Q1
$2.24M Buy
3,485
+484
+16% +$311K 0.06% 390
2023
Q4
$1.75M Buy
+3,001
New +$1.75M 0.06% 437
2022
Q3
Sell
-600
Closed -$282K 1631
2022
Q2
$282K Buy
+600
New +$282K 0.01% 1097