Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628K Buy
14,606
+5
+0% +$215 0.02% 317
2025
Q1
$322K Buy
14,601
+1,501
+11% +$33.1K 0.01% 400
2024
Q4
$547K Buy
13,100
+1,100
+9% +$45.9K 0.02% 309
2024
Q3
$105K Hold
12,000
﹤0.01% 506
2024
Q2
$84.4K Hold
12,000
﹤0.01% 491
2024
Q1
$120K Hold
12,000
0.01% 423
2023
Q4
$149K Buy
+12,000
New +$149K 0.01% 391