Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
78,878
-15,922
-17% -$219K ﹤0.01% 892
2025
Q1
$1.18M Buy
+94,800
New +$1.18M ﹤0.01% 800
2024
Q2
Sell
-93,707
Closed -$1.03M 2074
2024
Q1
$1.03M Buy
+93,707
New +$1.03M ﹤0.01% 901
2022
Q2
Sell
-43,394
Closed -$2.18M 2245
2022
Q1
$2.18M Buy
43,394
+2,021
+5% +$102K 0.01% 668
2021
Q4
$4.29M Buy
+41,373
New +$4.29M 0.01% 522