Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Sell
2,000
-576
-22% -$126K 0.29% 46
2025
Q1
$490K Buy
2,576
+576
+29% +$110K 0.31% 45
2024
Q4
$439K Hold
2,000
0.33% 42
2024
Q3
$373K Sell
2,000
-342
-15% -$63.7K 0.29% 47
2024
Q2
$453K Buy
2,342
+39
+2% +$7.54K 0.35% 44
2024
Q1
$415K Buy
2,303
+303
+15% +$54.7K 0.26% 67
2023
Q4
$304K Buy
+2,000
New +$304K 0.19% 72