Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74K Sell
89,451
-6,923
-7% -$5.73K ﹤0.01% 3887
2025
Q1
$76K Buy
96,374
+14,682
+18% +$11.6K ﹤0.01% 3766
2024
Q4
$122K Buy
81,692
+5,290
+7% +$7.9K ﹤0.01% 3745
2024
Q3
$161K Buy
+76,402
New +$161K ﹤0.01% 3581
2024
Q2
Sell
-58,821
Closed -$131K 4182
2024
Q1
$131K Buy
+58,821
New +$131K ﹤0.01% 3542
2023
Q4
Sell
-19,500
Closed -$21K 4207
2023
Q3
$21K Buy
+19,500
New +$21K ﹤0.01% 3894
2023
Q1
Sell
-35,300
Closed -$16K 4299
2022
Q4
$16K Buy
35,300
+8,500
+32% +$3.85K ﹤0.01% 4063
2022
Q3
$28K Buy
+26,800
New +$28K ﹤0.01% 3831
2022
Q2
Sell
-253
Closed -$1K 4709
2022
Q1
$1K Buy
+253
New +$1K ﹤0.01% 4692