Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Hold
5,640
﹤0.01% 4447
2025
Q1
$101K Buy
5,640
+140
+3% +$2.52K ﹤0.01% 4650
2024
Q4
$189K Sell
5,500
-1,691
-24% -$58.2K ﹤0.01% 4351
2024
Q3
$160K Buy
7,191
+1,000
+16% +$22.3K ﹤0.01% 4339
2024
Q2
$86.3K Hold
6,191
﹤0.01% 4654
2024
Q1
$92.3K Hold
6,191
﹤0.01% 4566
2023
Q4
$57.3K Hold
6,191
﹤0.01% 4802
2023
Q3
$60.5K Buy
+6,191
New +$60.5K ﹤0.01% 4738