Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$594K Buy
3,852
+549
+17% +$84.7K ﹤0.01% 2199
2025
Q1
$453K Buy
3,303
+537
+19% +$73.6K ﹤0.01% 2286
2024
Q4
$292K Sell
2,766
-152
-5% -$16.1K ﹤0.01% 2644
2024
Q3
$276K Buy
+2,918
New +$276K ﹤0.01% 2645
2022
Q4
Sell
-2,763
Closed -$231K 2815
2022
Q3
$231K Buy
+2,763
New +$231K ﹤0.01% 1963