Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$188K Hold
2,400
﹤0.01% 422
2024
Q4
$282K Sell
2,400
-2,300
-49% -$271K ﹤0.01% 361
2024
Q3
$507K Sell
4,700
-800
-15% -$86.3K 0.01% 282
2024
Q2
$480K Buy
+5,500
New +$480K 0.01% 279
2022
Q2
Sell
-600
Closed -$22K 1027
2022
Q1
$22K Buy
+600
New +$22K ﹤0.01% 727