Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
2,200
+55
+3% +$9.38K ﹤0.01% 1498
2025
Q1
$248K Buy
2,145
+247
+13% +$28.5K ﹤0.01% 1508
2024
Q4
$260K Sell
1,898
-2
-0.1% -$274 ﹤0.01% 1412
2024
Q3
$234K Buy
+1,900
New +$234K ﹤0.01% 1229
2023
Q3
Sell
-1,750
Closed -$206K 192
2023
Q2
$206K Buy
+1,750
New +$206K 0.09% 170