Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.7K Sell
34,869
-27,797
-44% -$30K ﹤0.01% 2886
2025
Q1
$70.1K Sell
62,666
-1,200
-2% -$1.34K ﹤0.01% 2724
2024
Q4
$58.6K Sell
63,866
-3,800
-6% -$3.49K ﹤0.01% 2765
2024
Q3
$48K Hold
67,666
﹤0.01% 3087
2024
Q2
$72.7K Hold
67,666
﹤0.01% 3049
2024
Q1
$87.5K Buy
67,666
+1,000
+2% +$1.29K ﹤0.01% 2998
2023
Q4
$73.5K Sell
66,666
-16,253
-20% -$17.9K ﹤0.01% 3035
2023
Q3
$109K Buy
82,919
+13,253
+19% +$17.4K ﹤0.01% 2836
2023
Q2
$116K Hold
69,666
﹤0.01% 3025
2023
Q1
$117K Hold
69,666
﹤0.01% 2933
2022
Q4
$114K Buy
69,666
+1,000
+1% +$1.63K ﹤0.01% 2904
2022
Q3
$121 Buy
68,666
+10,000
+17% +$18 ﹤0.01% 2947
2022
Q2
$111 Hold
58,666
﹤0.01% 3012
2022
Q1
$199K Buy
+58,666
New +$199K ﹤0.01% 2993