Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
985
+38
+4% +$8.15K ﹤0.01% 587
2025
Q1
$191K Sell
947
-115
-11% -$23.2K ﹤0.01% 601
2024
Q4
$222K Sell
1,062
-7
-0.7% -$1.47K ﹤0.01% 536
2024
Q3
$281K Sell
1,069
-17
-2% -$4.47K ﹤0.01% 482
2024
Q2
$298K Buy
1,086
+7
+0.6% +$1.92K ﹤0.01% 535
2024
Q1
$285K Hold
1,079
﹤0.01% 450
2023
Q4
$285K Buy
+1,079
New +$285K ﹤0.01% 461
2023
Q3
Sell
-883
Closed -$219K 591
2023
Q2
$219K Buy
+883
New +$219K ﹤0.01% 531