Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Sell
2,418
-14,818
-86% -$1.96M ﹤0.01% 368
2025
Q1
$2.06M Buy
17,236
+3,489
+25% +$417K 0.02% 197
2024
Q4
$1.81M Buy
13,747
+2,625
+24% +$345K 0.02% 199
2024
Q3
$1.41M Buy
+11,122
New +$1.41M 0.02% 229
2023
Q2
Sell
-3,000
Closed -$373K 461
2023
Q1
$373K Buy
+3,000
New +$373K ﹤0.01% 424