Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
44,738
+1,388
+3% +$53.9K 0.01% 496
2025
Q1
$878K Buy
43,350
+8,444
+24% +$171K ﹤0.01% 556
2024
Q4
$828K Buy
+34,906
New +$828K 0.01% 618
2024
Q1
Sell
-300
Closed -$15.3K 1194
2023
Q4
$15.3K Hold
300
﹤0.01% 870
2023
Q3
$10.2K Sell
300
-4,200
-93% -$142K ﹤0.01% 881
2023
Q2
$190K Buy
+4,500
New +$190K ﹤0.01% 734