Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81K Sell
1,859
-1,514
-45% -$66K ﹤0.01% 1343
2025
Q1
$155K Buy
3,373
+360
+12% +$16.5K ﹤0.01% 1223
2024
Q4
$176K Buy
3,013
+1,059
+54% +$61.9K ﹤0.01% 1203
2024
Q3
$117K Hold
1,954
﹤0.01% 1189
2024
Q2
$103K Buy
1,954
+420
+27% +$22.1K ﹤0.01% 1147
2024
Q1
$77K Buy
1,534
+620
+68% +$31.1K ﹤0.01% 1274
2023
Q4
$41K Hold
914
﹤0.01% 1665
2023
Q3
$46K Buy
+914
New +$46K ﹤0.01% 1515