Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$180K Buy
3,319
+237
+8% +$12.9K ﹤0.01% 1273
2025
Q1
$213K Hold
3,082
﹤0.01% 1108
2024
Q4
$213K Buy
3,082
+147
+5% +$10.1K ﹤0.01% 1107
2024
Q3
$195K Buy
2,935
+420
+17% +$28K ﹤0.01% 1113
2024
Q2
$186K Sell
2,515
-73
-3% -$5.41K 0.01% 1067
2024
Q1
$258K Sell
2,588
-82
-3% -$8.18K 0.01% 912
2023
Q4
$221K Buy
+2,670
New +$221K 0.01% 904