Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+300
New +$240K 0.03% 193
2025
Q1
Sell
-1,100
Closed -$762K 251
2024
Q4
$762K Buy
1,100
+574
+109% +$398K 0.12% 99
2024
Q3
$438K Buy
+526
New +$438K 0.06% 129
2022
Q1
Sell
-300
Closed -$239K 337
2021
Q4
$239K Buy
+300
New +$239K 0.04% 216