Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
+1,466
New +$221K ﹤0.01% 780
2025
Q1
Sell
-3,500
Closed -$572K 929
2024
Q4
$572K Buy
3,500
+182
+5% +$29.7K ﹤0.01% 602
2024
Q3
$219K Buy
3,318
+70
+2% +$4.61K ﹤0.01% 760
2024
Q2
$208K Buy
+3,248
New +$208K ﹤0.01% 756