Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Sell
15,270
-12,492
-45% -$364K ﹤0.01% 1262
2025
Q1
$676K Buy
27,762
+8,913
+47% +$217K 0.01% 960
2024
Q4
$405K Buy
18,849
+5,025
+36% +$108K 0.01% 1174
2024
Q3
$276K Buy
+13,824
New +$276K 0.01% 1342
2023
Q3
Sell
-10,500
Closed -$223K 2012
2023
Q2
$223K Sell
10,500
-2,300
-18% -$48.8K 0.01% 1475
2023
Q1
$312K Buy
12,800
+2,200
+21% +$53.7K 0.01% 1092
2022
Q4
$263K Buy
+10,600
New +$263K 0.01% 1122