Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
4,465
-130
-3% -$5.87K ﹤0.01% 1439
2025
Q1
$216K Sell
4,595
-370
-7% -$17.4K ﹤0.01% 1389
2024
Q4
$280K Buy
4,965
+148
+3% +$8.36K ﹤0.01% 1408
2024
Q3
$248K Buy
+4,817
New +$248K ﹤0.01% 1437
2024
Q2
Sell
-10,542
Closed -$615K 1567
2024
Q1
$615K Buy
10,542
+6,239
+145% +$364K ﹤0.01% 1056
2023
Q4
$271K Buy
+4,303
New +$271K ﹤0.01% 1367