Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
7,900
-46,463
-85% -$2.1M ﹤0.01% 528
2025
Q1
$2.56M Buy
54,363
+17,363
+47% +$816K 0.02% 310
2024
Q4
$2.08M Buy
+37,000
New +$2.08M 0.02% 332
2023
Q2
Sell
-57,949
Closed -$1.99M 862
2023
Q1
$1.99M Buy
57,949
+22,669
+64% +$777K 0.03% 427
2022
Q4
$1.6M Buy
+35,280
New +$1.6M 0.03% 565