Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+960
New +$205K ﹤0.01% 154
2025
Q1
Sell
-1,200
Closed -$257K 157
2024
Q4
$257K Hold
1,200
﹤0.01% 143
2024
Q3
$206K Buy
+1,200
New +$206K ﹤0.01% 156
2024
Q2
Sell
-3,208
Closed -$299K 173
2024
Q1
$299K Buy
3,208
+1,200
+60% +$112K ﹤0.01% 154
2023
Q4
$245K Sell
2,008
-62
-3% -$7.57K ﹤0.01% 161
2023
Q3
$236K Buy
+2,070
New +$236K ﹤0.01% 156