Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Hold
6,110
﹤0.01% 485
2025
Q1
$327K Hold
6,110
﹤0.01% 466
2024
Q4
$292K Hold
6,110
﹤0.01% 466
2024
Q3
$272K Buy
6,110
+1,732
+40% +$77K ﹤0.01% 491
2024
Q2
$182K Buy
4,378
+2,156
+97% +$89.6K ﹤0.01% 638
2024
Q1
$81.6K Buy
+2,222
New +$81.6K ﹤0.01% 761
2023
Q2
Sell
-5,878
Closed -$202K 642
2023
Q1
$202K Sell
5,878
-1,253
-18% -$43.2K ﹤0.01% 497
2022
Q4
$234K Buy
+7,131
New +$234K ﹤0.01% 435