Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
1,159
+456
+65% +$127K 0.07% 48
2025
Q1
$219K Buy
+703
New +$219K 0.05% 74
2024
Q4
Sell
-700
Closed -$226K 75
2024
Q3
$226K Hold
700
0.06% 71
2024
Q2
$219K Buy
+700
New +$219K 0.06% 65
2024
Q1
Sell
-700
Closed -$202K 70
2023
Q4
$202K Buy
+700
New +$202K 0.06% 65
2021
Q1
Sell
-797
Closed -$203K 28
2020
Q4
$203K Buy
+797
New +$203K 0.13% 29
2019
Q2
Sell
-717
Closed -$136K 28
2019
Q1
$136K Buy
+717
New +$136K 0.1% 21