Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
13,655
+1,364
+11% +$33.7K ﹤0.01% 1475
2025
Q1
$119K Sell
12,291
-2,649
-18% -$25.7K ﹤0.01% 1727
2024
Q4
$246K Sell
14,940
-2,155
-13% -$35.5K ﹤0.01% 1697
2024
Q3
$209K Buy
17,095
+1,863
+12% +$22.8K ﹤0.01% 1647
2024
Q2
$207K Buy
+15,232
New +$207K ﹤0.01% 1573
2023
Q1
Sell
-8,739
Closed -$92.4K 2095
2022
Q4
$92.4K Buy
8,739
+1,249
+17% +$13.2K ﹤0.01% 1621
2022
Q3
$57K Hold
7,490
﹤0.01% 1643
2022
Q2
$54K Hold
7,490
﹤0.01% 1530
2022
Q1
$95K Sell
7,490
-575
-7% -$7.29K ﹤0.01% 1477
2021
Q4
$122K Hold
8,065
﹤0.01% 1539
2021
Q3
$226K Buy
+8,065
New +$226K ﹤0.01% 1408