Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-72,839
Closed -$5.33M 50
2025
Q1
$5.33M Buy
72,839
+68,109
+1,440% +$4.98M 2.27% 20
2024
Q4
$401K Buy
+4,730
New +$401K 0.16% 47