Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
3,051
-2,001
-40% -$136K ﹤0.01% 756
2025
Q1
$306K Sell
5,052
-14
-0.3% -$848 ﹤0.01% 638
2024
Q4
$350K Buy
5,066
+217
+4% +$15K ﹤0.01% 605
2024
Q3
$321K Sell
4,849
-21
-0.4% -$1.39K ﹤0.01% 643
2024
Q2
$295K Buy
+4,870
New +$295K ﹤0.01% 628
2023
Q1
Sell
-2,683
Closed -$215K 781
2022
Q4
$215K Buy
+2,683
New +$215K ﹤0.01% 683
2018
Q1
Sell
-131
Closed -$12K 595
2017
Q4
$12K Hold
131
﹤0.01% 649
2017
Q3
$15K Buy
+131
New +$15K ﹤0.01% 621