Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
2,578
+47
+2% +$4.47K ﹤0.01% 1095
2025
Q1
$246K Buy
+2,531
New +$246K ﹤0.01% 1046
2024
Q4
Sell
-2,532
Closed -$250K 1161
2024
Q3
$250K Sell
2,532
-1
-0% -$99 ﹤0.01% 1019
2024
Q2
$261K Buy
+2,533
New +$261K ﹤0.01% 971
2023
Q4
Sell
-2,882
Closed -$245K 1072
2023
Q3
$245K Buy
+2,882
New +$245K ﹤0.01% 925
2015
Q1
Sell
-6,300
Closed -$286K 625
2014
Q4
$286K Buy
+6,300
New +$286K ﹤0.01% 476