Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4M Sell
214,945
-25,090
-10% -$467K ﹤0.01% 1372
2025
Q1
$2.79M Buy
240,035
+95,252
+66% +$1.11M ﹤0.01% 1526
2024
Q4
$2.97M Buy
+144,783
New +$2.97M ﹤0.01% 1529
2023
Q4
Sell
-2,680
Closed -$26.1K 3372
2023
Q3
$26.1K Hold
2,680
﹤0.01% 3235
2023
Q2
$44.2K Hold
2,680
﹤0.01% 3247
2023
Q1
$24.8K Hold
2,680
﹤0.01% 3279
2022
Q4
$11.4K Hold
2,680
﹤0.01% 3267
2022
Q3
$24K Buy
+2,680
New +$24K ﹤0.01% 3225