Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
4,700
-2,200
-32% -$113K ﹤0.01% 1603
2025
Q1
$248K Buy
6,900
+1,800
+35% +$64.6K ﹤0.01% 1459
2024
Q4
$202K Buy
+5,100
New +$202K ﹤0.01% 1508
2024
Q1
Sell
-5,900
Closed -$48K 1976
2023
Q4
$48K Hold
5,900
﹤0.01% 1781
2023
Q3
$50K Hold
5,900
﹤0.01% 1792
2023
Q2
$66K Buy
+5,900
New +$66K ﹤0.01% 1774