Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
3,453
-16
-0.5% -$1.22K ﹤0.01% 668
2025
Q1
$242K Sell
3,469
-995
-22% -$69.5K ﹤0.01% 677
2024
Q4
$278K Buy
4,464
+4,458
+74,300% +$277K ﹤0.01% 663
2024
Q3
$356 Hold
6
﹤0.01% 1254
2024
Q2
$341 Hold
6
﹤0.01% 1116
2024
Q1
$374 Buy
6
+1
+20% +$62 ﹤0.01% 1127
2023
Q4
$238 Buy
5
+2
+67% +$95 ﹤0.01% 1223
2023
Q3
$109 Buy
+3
New +$109 ﹤0.01% 1177
2017
Q3
Sell
-6,967
Closed -$140K 1152
2017
Q2
$140K Buy
+6,967
New +$140K ﹤0.01% 845