Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
4,200
-600
-13% -$46.8K ﹤0.01% 638
2025
Q1
$354K Hold
4,800
﹤0.01% 637
2024
Q4
$392K Sell
4,800
-1,200
-20% -$97.9K ﹤0.01% 609
2024
Q3
$418K Hold
6,000
﹤0.01% 648
2024
Q2
$355K Buy
6,000
+2,500
+71% +$148K ﹤0.01% 871
2024
Q1
$229K Buy
3,500
+1,900
+119% +$124K ﹤0.01% 915
2023
Q4
$115K Hold
1,600
﹤0.01% 632
2023
Q3
$112K Hold
1,600
﹤0.01% 570
2023
Q2
$109K Buy
+1,600
New +$109K ﹤0.01% 571