Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
16,663
+3,158
+23% +$49.1K ﹤0.01% 931
2025
Q1
$253K Hold
13,505
﹤0.01% 914
2024
Q4
$248K Buy
13,505
+3,166
+31% +$58.1K ﹤0.01% 912
2024
Q3
$271K Buy
+10,339
New +$271K ﹤0.01% 882
2024
Q1
Sell
-9,023
Closed -$211K 967
2023
Q4
$211K Buy
+9,023
New +$211K ﹤0.01% 937