Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
1,297
-347
-21% -$58.6K 0.14% 160
2025
Q1
$253K Buy
1,644
+23
+1% +$3.55K 0.17% 145
2024
Q4
$275K Buy
1,621
+1,113
+219% +$189K 0.15% 154
2024
Q3
$88.2K Buy
+508
New +$88.2K 0.05% 245
2022
Q1
Sell
-55,558
Closed -$183 913
2021
Q4
$183 Buy
+55,558
New +$183 ﹤0.01% 699