Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Buy
3,987
+601
+18% +$17.7K ﹤0.01% 1543
2025
Q1
$122K Buy
3,386
+449
+15% +$16.2K ﹤0.01% 1418
2024
Q4
$123K Buy
2,937
+55
+2% +$2.3K ﹤0.01% 1362
2024
Q3
$93.2K Sell
2,882
-242
-8% -$7.83K ﹤0.01% 1439
2024
Q2
$121K Sell
3,124
-43
-1% -$1.67K ﹤0.01% 1280
2024
Q1
$140K Buy
3,167
+827
+35% +$36.6K 0.01% 1157
2023
Q4
$124K Buy
+2,340
New +$124K 0.01% 1159
2023
Q2
Sell
-200
Closed -$18.7K 3459
2023
Q1
$18.7K Hold
200
﹤0.01% 2048
2022
Q4
$19K Buy
+200
New +$19K ﹤0.01% 2911