Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+1,000
New +$219K 0.47% 67
2025
Q1
Sell
-1,500
Closed -$250K 92
2024
Q4
$250K Buy
+1,500
New +$250K 0.55% 62
2024
Q3
Sell
-1,500
Closed -$212K 134
2024
Q2
$212K Buy
+1,500
New +$212K 0.57% 47
2023
Q4
Sell
-1,103
Closed -$117K 692
2023
Q3
$117K Buy
+1,103
New +$117K 0.06% 77