Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
4,956
+908
+22% +$39K ﹤0.01% 890
2025
Q1
$89.3K Buy
4,048
+694
+21% +$15.3K ﹤0.01% 1268
2024
Q4
$140K Buy
3,354
+637
+23% +$26.6K ﹤0.01% 1045
2024
Q3
$23.7K Buy
+2,717
New +$23.7K ﹤0.01% 1949
2023
Q4
Sell
-200
Closed -$2.98K 3188
2023
Q3
$2.98K Buy
+200
New +$2.98K ﹤0.01% 2663