Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Hold
300
0.58% 58
2025
Q1
$204K Sell
300
-200
-40% -$136K 0.54% 58
2024
Q4
$315K Buy
+500
New +$315K 0.7% 58
2023
Q4
Sell
-22
Closed -$10.1K 640
2023
Q3
$10.1K Buy
+22
New +$10.1K 0.01% 390