Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Hold
4,616
﹤0.01% 540
2025
Q1
$220K Hold
4,616
﹤0.01% 514
2024
Q4
$226K Sell
4,616
-800
-15% -$39.2K ﹤0.01% 512
2024
Q3
$344K Sell
5,416
-3,100
-36% -$197K ﹤0.01% 457
2024
Q2
$486K Buy
8,516
+2,370
+39% +$135K ﹤0.01% 418
2024
Q1
$355K Sell
6,146
-973
-14% -$56.2K ﹤0.01% 460
2023
Q4
$489K Hold
7,119
﹤0.01% 404
2023
Q3
$406K Buy
+7,119
New +$406K ﹤0.01% 433