Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Sell
2,989
-1,694
-36% -$81K ﹤0.01% 1010
2025
Q1
$203K Buy
4,683
+870
+23% +$37.7K ﹤0.01% 1067
2024
Q4
$196K Buy
3,813
+1,338
+54% +$68.8K ﹤0.01% 1139
2024
Q3
$125K Hold
2,475
﹤0.01% 1142
2024
Q2
$94K Buy
+2,475
New +$94K ﹤0.01% 1214
2020
Q4
Sell
-1,016
Closed -$34K 1277
2020
Q3
$34K Hold
1,016
﹤0.01% 1218
2020
Q2
$30K Buy
+1,016
New +$30K ﹤0.01% 1256