Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Sell
4,976
-2,575
-34% -$259K ﹤0.01% 708
2025
Q1
$576K Buy
7,551
+678
+10% +$51.7K ﹤0.01% 706
2024
Q4
$475K Buy
6,873
+2,563
+59% +$177K ﹤0.01% 819
2024
Q3
$315K Buy
4,310
+730
+20% +$53.4K ﹤0.01% 783
2024
Q2
$240K Buy
3,580
+405
+13% +$27.2K ﹤0.01% 813
2024
Q1
$86K Hold
3,175
﹤0.01% 1210
2023
Q4
$98K Hold
3,175
﹤0.01% 1074
2023
Q3
$80K Buy
+3,175
New +$80K ﹤0.01% 1104