Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
1,658
+3
+0.2% +$485 0.01% 1044
2025
Q1
$177K Buy
1,655
+753
+83% +$80.4K 0.01% 1151
2024
Q4
$111K Buy
902
+258
+40% +$31.8K ﹤0.01% 1315
2024
Q3
$92.1K Sell
644
-118
-15% -$16.9K ﹤0.01% 1367
2024
Q2
$125K Buy
762
+227
+42% +$37.1K ﹤0.01% 1142
2024
Q1
$66.9K Buy
535
+435
+435% +$54.4K ﹤0.01% 1390
2023
Q4
$7.52K Hold
100
﹤0.01% 2260
2023
Q3
$5.35K Buy
+100
New +$5.35K ﹤0.01% 2248