Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
392
+156
+66% +$83.5K ﹤0.01% 514
2025
Q1
$87.3K Sell
236
-14
-6% -$5.18K ﹤0.01% 626
2024
Q4
$113K Sell
250
-114
-31% -$51.8K ﹤0.01% 580
2024
Q3
$157K Sell
364
-2
-0.5% -$861 ﹤0.01% 535
2024
Q2
$134K Buy
366
+66
+22% +$24.1K ﹤0.01% 543
2024
Q1
$105K Hold
300
﹤0.01% 566
2023
Q4
$64.6K Buy
300
+100
+50% +$21.5K ﹤0.01% 625
2023
Q3
$42.1K Buy
+200
New +$42.1K ﹤0.01% 762
2023
Q2
Sell
-24
Closed -$3.9K 1170
2023
Q1
$3.9K Buy
+24
New +$3.9K ﹤0.01% 1048