Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
7,125
+210
+3% +$8.06K 0.01% 96
2025
Q1
$268K Buy
6,915
+791
+13% +$30.6K 0.01% 97
2024
Q4
$207K Buy
6,124
+445
+8% +$15.1K ﹤0.01% 97
2024
Q3
$232K Hold
5,679
0.01% 100
2024
Q2
$219K Sell
5,679
-218
-4% -$8.39K ﹤0.01% 88
2024
Q1
$253K Buy
+5,897
New +$253K 0.01% 96
2015
Q3
Sell
-4,168
Closed -$217K 99
2015
Q2
$217K Buy
+4,168
New +$217K 0.01% 98