Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
+26,525
New +$1.61M 0.18% 124
2024
Q3
Sell
-11,500
Closed -$500K 348
2024
Q2
$500K Hold
11,500
0.07% 218
2024
Q1
$453K Buy
11,500
+1,000
+10% +$39.4K 0.06% 230
2023
Q4
$426K Hold
10,500
0.06% 210
2023
Q3
$414K Buy
+10,500
New +$414K 0.07% 207