Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Hold
6,422
﹤0.01% 1032
2025
Q1
$319K Buy
+6,422
New +$319K ﹤0.01% 952
2024
Q4
Sell
-2,422
Closed -$254K 1096
2024
Q3
$254K Buy
2,422
+22
+0.9% +$2.31K ﹤0.01% 980
2024
Q2
$341K Hold
2,400
﹤0.01% 938
2024
Q1
$268K Buy
2,400
+400
+20% +$44.6K ﹤0.01% 961
2023
Q4
$259K Hold
2,000
﹤0.01% 976
2023
Q3
$326K Hold
2,000
﹤0.01% 957
2023
Q2
$367K Hold
2,000
﹤0.01% 948
2023
Q1
$267K Buy
+2,000
New +$267K ﹤0.01% 998
2019
Q4
Sell
-17,000
Closed -$291K 1102
2019
Q3
$291K Buy
+17,000
New +$291K ﹤0.01% 1015