Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
1,544
-3
-0.2% -$826 ﹤0.01% 1952
2025
Q1
$285K Sell
1,547
-49
-3% -$9.03K ﹤0.01% 2041
2024
Q4
$316K Hold
1,596
﹤0.01% 2008
2024
Q3
$333K Buy
1,596
+142
+10% +$29.6K ﹤0.01% 1991
2024
Q2
$341K Sell
1,454
-148
-9% -$34.7K ﹤0.01% 1749
2024
Q1
$284K Buy
1,602
+142
+10% +$25.2K ﹤0.01% 1900
2023
Q4
$201K Buy
+1,460
New +$201K ﹤0.01% 1720
2022
Q1
Sell
-1,731
Closed -$254K 1057
2021
Q4
$254K Buy
+1,731
New +$254K ﹤0.01% 843