Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.2K Sell
3,100
-5,300
-63% -$130K ﹤0.01% 1943
2025
Q1
$177K Hold
8,400
﹤0.01% 1545
2024
Q4
$289K Buy
+8,400
New +$289K ﹤0.01% 1392
2024
Q1
Sell
-800
Closed -$22K 1916
2023
Q4
$22K Hold
800
﹤0.01% 1842
2023
Q3
$20K Hold
800
﹤0.01% 1872
2023
Q2
$29K Buy
+800
New +$29K ﹤0.01% 1857
2022
Q3
Sell
-5,900
Closed -$107K 2003
2022
Q2
$107K Buy
+5,900
New +$107K ﹤0.01% 1755