Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
5,636
+291
+5% +$20.9K ﹤0.01% 1031
2025
Q1
$316K Buy
5,345
+91
+2% +$5.39K ﹤0.01% 1084
2024
Q4
$485K Buy
5,254
+250
+5% +$23.1K ﹤0.01% 957
2024
Q3
$519K Buy
+5,004
New +$519K 0.01% 927
2024
Q2
Sell
-2,508
Closed -$208K 1357
2024
Q1
$208K Buy
+2,508
New +$208K ﹤0.01% 1180