Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Buy
11,012
+133
+1% +$5.67K ﹤0.01% 648
2025
Q1
$354K Sell
10,879
-71
-0.6% -$2.31K ﹤0.01% 770
2024
Q4
$367K Hold
10,950
﹤0.01% 752
2024
Q3
$321K Buy
+10,950
New +$321K ﹤0.01% 940
2023
Q3
Sell
-18,334
Closed -$724K 1010
2023
Q2
$724K Buy
18,334
+354
+2% +$14K 0.01% 550
2023
Q1
$672K Buy
17,980
+4,060
+29% +$152K 0.01% 535
2022
Q4
$516K Sell
13,920
-9,882
-42% -$366K ﹤0.01% 587
2022
Q3
$731K Sell
23,802
-15,737
-40% -$483K 0.01% 532
2022
Q2
$1.37M Buy
+39,539
New +$1.37M 0.01% 387