Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
40
-25
-38% -$185K ﹤0.01% 926
2025
Q1
$471K Buy
65
+13
+25% +$94.2K ﹤0.01% 769
2024
Q4
$425K Buy
52
+3
+6% +$24.5K ﹤0.01% 669
2024
Q3
$481K Buy
49
+1
+2% +$9.81K 0.01% 589
2024
Q2
$364K Buy
48
+3
+7% +$22.8K ﹤0.01% 634
2024
Q1
$364K Buy
45
+1
+2% +$8.1K ﹤0.01% 589
2023
Q4
$308K Buy
44
+8
+22% +$56K ﹤0.01% 601
2023
Q3
$215K Buy
+36
New +$215K ﹤0.01% 686
2022
Q1
Sell
-58
Closed -$343K 605
2021
Q4
$343K Buy
+58
New +$343K 0.01% 365