Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Hold
6,509
﹤0.01% 1796
2025
Q1
$42K Buy
6,509
+946
+17% +$6.1K ﹤0.01% 1828
2024
Q4
$53K Hold
5,563
﹤0.01% 1824
2024
Q3
$45K Hold
5,563
﹤0.01% 1881
2024
Q2
$75K Buy
5,563
+230
+4% +$3.1K ﹤0.01% 1771
2024
Q1
$37K Sell
5,333
-17,507
-77% -$121K ﹤0.01% 1937
2023
Q4
$250K Sell
22,840
-962
-4% -$10.5K ﹤0.01% 1723
2023
Q3
$261K Buy
23,802
+1,319
+6% +$14.5K ﹤0.01% 1688
2023
Q2
$355K Buy
22,483
+5,136
+30% +$81.1K ﹤0.01% 1594
2023
Q1
$226K Sell
17,347
-2,610
-13% -$34K ﹤0.01% 1754
2022
Q4
$217K Hold
19,957
﹤0.01% 1831
2022
Q3
$320K Buy
19,957
+319
+2% +$5.12K ﹤0.01% 1635
2022
Q2
$153K Buy
+19,638
New +$153K ﹤0.01% 1983