Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
+600
New +$211K ﹤0.01% 1005
2025
Q1
Sell
-1,085
Closed -$366K 856
2024
Q4
$366K Buy
1,085
+132
+14% +$44.5K ﹤0.01% 742
2024
Q3
$304K Buy
953
+100
+12% +$31.9K ﹤0.01% 776
2024
Q2
$274K Buy
853
+224
+36% +$72K ﹤0.01% 782
2024
Q1
$218K Buy
+629
New +$218K ﹤0.01% 803