Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Sell
3,215
-875
-21% -$28.3K ﹤0.01% 1174
2025
Q1
$152K Hold
4,090
﹤0.01% 1238
2024
Q4
$167K Buy
4,090
+1,312
+47% +$53.6K ﹤0.01% 1235
2024
Q3
$140K Hold
2,778
﹤0.01% 1093
2024
Q2
$121K Buy
2,778
+664
+31% +$28.9K ﹤0.01% 1075
2024
Q1
$92K Buy
2,114
+932
+79% +$40.6K ﹤0.01% 1163
2023
Q4
$49K Hold
1,182
﹤0.01% 1535
2023
Q3
$42K Buy
+1,182
New +$42K ﹤0.01% 1580
2013
Q3
Sell
-5,588
Closed -$138K 1257
2013
Q2
$138K Buy
+5,588
New +$138K ﹤0.01% 1069