Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
120,816
-11,565
-9% -$21K ﹤0.01% 2973
2025
Q1
$293K Buy
132,381
+10,565
+9% +$23.3K ﹤0.01% 2645
2024
Q4
$504K Buy
121,816
+29,500
+32% +$122K ﹤0.01% 2189
2024
Q3
$157K Hold
92,316
﹤0.01% 2993
2024
Q2
$153K Sell
92,316
-1,000
-1% -$1.66K ﹤0.01% 2860
2024
Q1
$1.02M Buy
93,316
+800
+0.9% +$8.75K ﹤0.01% 1487
2023
Q4
$340K Buy
+92,516
New +$340K ﹤0.01% 2235
2023
Q3
Sell
-44,650
Closed -$213K 2982
2023
Q2
$213K Buy
+44,650
New +$213K ﹤0.01% 2412