Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.9K Sell
5,500
-22,500
-80% -$315K ﹤0.01% 1942
2025
Q1
$405K Hold
28,000
﹤0.01% 1290
2024
Q4
$379K Sell
28,000
-1,800
-6% -$24.4K ﹤0.01% 1306
2024
Q3
$485K Buy
+29,800
New +$485K ﹤0.01% 1272
2024
Q1
Sell
-55,600
Closed -$683K 1951
2023
Q4
$683K Sell
55,600
-2,500
-4% -$30.7K ﹤0.01% 1077
2023
Q3
$672K Buy
58,100
+7,100
+14% +$82.1K ﹤0.01% 1066
2023
Q2
$689K Buy
+51,000
New +$689K ﹤0.01% 1099