Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
16,000
+6,000
+60% +$58.3K 0.01% 379
2025
Q1
$99.8K Hold
10,000
﹤0.01% 377
2024
Q4
$88.7K Sell
10,000
-1,982
-17% -$17.6K ﹤0.01% 363
2024
Q3
$140K Buy
11,982
+1,725
+17% +$20.1K ﹤0.01% 371
2024
Q2
$115K Hold
10,257
﹤0.01% 373
2024
Q1
$125K Buy
+10,257
New +$125K ﹤0.01% 388