Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
1,933
-166
-8% -$26.8K 0.01% 702
2025
Q1
$224K Sell
2,099
-1,912
-48% -$204K 0.01% 777
2024
Q4
$495K Buy
+4,011
New +$495K 0.02% 561
2023
Q4
Sell
-7,000
Closed -$375K 661
2023
Q3
$375K Buy
+7,000
New +$375K 0.02% 484