Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$150K Hold
178,100
﹤0.01% 2277
2025
Q1
$140K Buy
178,100
+37,000
+26% +$29.2K ﹤0.01% 2155
2024
Q4
$210K Buy
+141,100
New +$210K ﹤0.01% 2066
2024
Q3
Sell
-26,926
Closed -$69.2K 2398
2024
Q2
$69.2K Buy
26,926
+1,000
+4% +$2.57K ﹤0.01% 2255
2024
Q1
$57.8K Buy
+25,926
New +$57.8K ﹤0.01% 2235