Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Sell
328
-28
-8% -$2.39K ﹤0.01% 1100
2025
Q1
$19K Buy
356
+16
+5% +$854 ﹤0.01% 1153
2024
Q4
$19K Buy
340
+78
+30% +$4.36K ﹤0.01% 1159
2024
Q3
$18K Buy
262
+41
+19% +$2.82K ﹤0.01% 1122
2024
Q2
$12K Buy
+221
New +$12K ﹤0.01% 1130
2022
Q4
Sell
-11,556
Closed -$308K 1189
2022
Q3
$308K Buy
+11,556
New +$308K ﹤0.01% 498