Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Buy
6,600
+500
+8% +$14.1K ﹤0.01% 1687
2025
Q1
$220K Hold
6,100
﹤0.01% 1489
2024
Q4
$255K Sell
6,100
-14,400
-70% -$603K ﹤0.01% 1422
2024
Q3
$663K Hold
20,500
﹤0.01% 1086
2024
Q2
$796K Buy
20,500
+2,100
+11% +$81.6K ﹤0.01% 965
2024
Q1
$815K Sell
18,400
-1,200
-6% -$53.2K ﹤0.01% 987
2023
Q4
$1.04M Sell
19,600
-1,900
-9% -$101K ﹤0.01% 890
2023
Q3
$1M Buy
21,500
+13,400
+165% +$626K ﹤0.01% 895
2023
Q2
$354K Buy
+8,100
New +$354K ﹤0.01% 1414