Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
2,200
-283
-11% -$47.4K ﹤0.01% 710
2025
Q1
$384K Buy
2,483
+80
+3% +$12.4K ﹤0.01% 684
2024
Q4
$408K Buy
2,403
+37
+2% +$6.28K ﹤0.01% 655
2024
Q3
$390K Buy
2,366
+1,664
+237% +$274K ﹤0.01% 643
2024
Q2
$118K Buy
702
+35
+5% +$5.9K ﹤0.01% 860
2024
Q1
$168K Buy
667
+37
+6% +$9.31K ﹤0.01% 803
2023
Q4
$122K Hold
630
﹤0.01% 768
2023
Q3
$109K Hold
630
﹤0.01% 747
2023
Q2
$130K Buy
630
+30
+5% +$6.2K ﹤0.01% 738
2023
Q1
$135K Hold
600
﹤0.01% 715
2022
Q4
$114K Hold
600
﹤0.01% 735
2022
Q3
$116K Hold
600
﹤0.01% 739
2022
Q2
$116K Hold
600
﹤0.01% 772
2022
Q1
$134K Hold
600
﹤0.01% 792
2021
Q4
$176K Buy
+600
New +$176K ﹤0.01% 776