Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,300
Closed -$302K 283
2025
Q1
$302K Sell
9,300
-3,200
-26% -$104K 0.04% 140
2024
Q4
$419K Buy
+12,500
New +$419K 0.06% 145
2024
Q3
Sell
-17,000
Closed -$463K 264
2024
Q2
$463K Buy
+17,000
New +$463K 0.06% 111
2022
Q2
Hold
0
304
2022
Q1
Hold
0
355
2021
Q4
Hold
0
353
2021
Q3
Hold
0
358