Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Sell
1,734
-780
-31% -$77.4K ﹤0.01% 928
2025
Q1
$205K Buy
2,514
+46
+2% +$3.75K ﹤0.01% 1057
2024
Q4
$256K Buy
2,468
+734
+42% +$76.1K ﹤0.01% 1008
2024
Q3
$154K Buy
1,734
+319
+23% +$28.3K ﹤0.01% 1042
2024
Q2
$104K Buy
1,415
+302
+27% +$22.2K ﹤0.01% 1145
2024
Q1
$74K Hold
1,113
﹤0.01% 1298
2023
Q4
$83K Hold
1,113
﹤0.01% 1166
2023
Q3
$62K Buy
+1,113
New +$62K ﹤0.01% 1282