Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$395K Buy
+4,000
New +$395K 0.86% 41
2025
Q1
Sell
-3,400
Closed -$460K 95
2024
Q4
$460K Buy
+3,400
New +$460K 1.02% 24
2023
Q3
Sell
-405
Closed -$53.4K 805
2023
Q2
$53.4K Buy
+405
New +$53.4K 0.04% 192