Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Hold
6,963
﹤0.01% 1450
2025
Q1
$154K Buy
6,963
+107
+2% +$2.37K ﹤0.01% 1594
2024
Q4
$286K Buy
6,856
+1,106
+19% +$46.1K ﹤0.01% 1479
2024
Q3
$50K Hold
5,750
﹤0.01% 1844
2024
Q2
$40K Buy
5,750
+271
+5% +$1.89K ﹤0.01% 1906
2024
Q1
$55K Sell
5,479
-9,978
-65% -$100K ﹤0.01% 1845
2023
Q4
$192K Sell
15,457
-1,630
-10% -$20.2K ﹤0.01% 1801
2023
Q3
$254K Buy
17,087
+1,757
+11% +$26.1K ﹤0.01% 1698
2023
Q2
$207K Buy
15,330
+2,387
+18% +$32.2K ﹤0.01% 1808
2023
Q1
$80K Sell
12,943
-2,633
-17% -$16.3K ﹤0.01% 2131
2022
Q4
$54K Hold
15,576
﹤0.01% 2382
2022
Q3
$79K Buy
15,576
+37
+0.2% +$188 ﹤0.01% 2258
2022
Q2
$68K Buy
+15,539
New +$68K ﹤0.01% 2338