Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
3,276
+221
+7% +$24.9K ﹤0.01% 2188
2025
Q1
$343K Buy
3,055
+197
+7% +$22.1K ﹤0.01% 2072
2024
Q4
$319K Sell
2,858
-847
-23% -$94.7K ﹤0.01% 2164
2024
Q3
$516K Buy
3,705
+89
+2% +$12.4K ﹤0.01% 1743
2024
Q2
$425K Buy
3,616
+194
+6% +$22.8K ﹤0.01% 1878
2024
Q1
$446K Buy
+3,422
New +$446K ﹤0.01% 1739
2023
Q3
Sell
-2,185
Closed -$246K 2216
2023
Q2
$246K Buy
2,185
+2
+0.1% +$225 ﹤0.01% 1775
2023
Q1
$235K Buy
+2,183
New +$235K ﹤0.01% 1727