Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Sell
570
-488
-46% -$148K 0.01% 350
2025
Q1
$284K Buy
1,058
+479
+83% +$129K 0.01% 314
2024
Q4
$143K Hold
579
0.01% 286
2024
Q3
$133K Sell
579
-241
-29% -$55.2K 0.01% 283
2024
Q2
$165K Sell
820
-151
-16% -$30.5K 0.01% 268
2024
Q1
$189K Buy
971
+21
+2% +$4.1K 0.01% 251
2023
Q4
$147K Hold
950
0.01% 262
2023
Q3
$123K Buy
+950
New +$123K 0.01% 271
2022
Q4
Sell
-141
Closed -$11K 730
2022
Q3
$11K Buy
+141
New +$11K ﹤0.01% 535