Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$696K Buy
26,500
+1,900
+8% +$49.9K ﹤0.01% 1055
2025
Q1
$615K Hold
24,600
﹤0.01% 1054
2024
Q4
$958K Hold
24,600
﹤0.01% 870
2024
Q3
$978K Buy
24,600
+20,000
+435% +$795K ﹤0.01% 917
2024
Q2
$237K Buy
+4,600
New +$237K ﹤0.01% 1517
2023
Q4
Sell
-400
Closed -$17K 2002
2023
Q3
$17K Buy
+400
New +$17K ﹤0.01% 1884