Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
7,928
+19
+0.2% +$979 0.01% 498
2025
Q1
$423K Buy
7,909
+1,877
+31% +$100K 0.01% 448
2024
Q4
$289K Buy
6,032
+1,142
+23% +$54.7K 0.01% 539
2024
Q3
$217K Buy
+4,890
New +$217K 0.01% 626
2021
Q2
Sell
-600
Closed -$15K 1214
2021
Q1
$15K Hold
600
﹤0.01% 1179
2020
Q4
$13K Hold
600
﹤0.01% 1105
2020
Q3
$9K Sell
600
-176
-23% -$2.64K ﹤0.01% 1069
2020
Q2
$13K Sell
776
-150
-16% -$2.51K ﹤0.01% 1131
2020
Q1
$11K Hold
926
﹤0.01% 1022
2019
Q4
$24K Buy
+926
New +$24K ﹤0.01% 861