Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,000
Closed -$217K 89
2025
Q1
$217K Buy
+2,000
New +$217K 0.57% 56
2024
Q4
Sell
-3,000
Closed -$486K 122
2024
Q3
$486K Buy
+3,000
New +$486K 1.04% 26
2024
Q2
Sell
-3,000
Closed -$271K 113
2024
Q1
$271K Buy
+3,000
New +$271K 0.82% 34
2023
Q4
Sell
-2,620
Closed -$114K 682
2023
Q3
$114K Buy
2,620
+1,140
+77% +$49.6K 0.06% 83
2023
Q2
$62.6K Buy
+1,480
New +$62.6K 0.04% 159