Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Hold
9,200
﹤0.01% 491
2025
Q1
$214K Buy
9,200
+1,860
+25% +$43.3K ﹤0.01% 455
2024
Q4
$211K Buy
7,340
+99
+1% +$2.84K ﹤0.01% 466
2024
Q3
$215K Buy
7,241
+280
+4% +$8.31K ﹤0.01% 457
2024
Q2
$235K Hold
6,961
﹤0.01% 429
2024
Q1
$251K Buy
6,961
+477
+7% +$17.2K 0.01% 423
2023
Q4
$212K Sell
6,484
-2,485
-28% -$81.2K 0.01% 447
2023
Q3
$292K Hold
8,969
0.01% 384
2023
Q2
$262K Buy
8,969
+1,628
+22% +$47.6K 0.01% 403
2023
Q1
$206K Buy
+7,341
New +$206K 0.01% 433