Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
581
-94
-14% -$33.5K ﹤0.01% 253
2025
Q1
$269K Buy
675
+87
+15% +$34.7K 0.01% 229
2024
Q4
$211K Hold
588
0.01% 249
2024
Q3
$203K Sell
588
-223
-27% -$77.2K ﹤0.01% 240
2024
Q2
$238K Buy
811
+154
+23% +$45.2K 0.01% 229
2024
Q1
$219K Buy
+657
New +$219K 0.01% 220
2023
Q4
Sell
-637
Closed -$207K 240
2023
Q3
$207K Sell
637
-136
-18% -$44.1K 0.01% 211
2023
Q2
$267K Buy
+773
New +$267K 0.01% 203