Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Buy
4,265
+1,115
+35% +$32.2K ﹤0.01% 3764
2025
Q1
$90K Sell
3,150
-29
-0.9% -$829 ﹤0.01% 3725
2024
Q4
$142K Sell
3,179
-27
-0.8% -$1.21K ﹤0.01% 3681
2024
Q3
$142K Buy
+3,206
New +$142K ﹤0.01% 3643
2024
Q2
Sell
-3,569
Closed -$175K 4210
2024
Q1
$175K Buy
3,569
+937
+36% +$45.9K ﹤0.01% 3412
2023
Q4
$127K Sell
2,632
-397
-13% -$19.2K ﹤0.01% 3654
2023
Q3
$122K Sell
3,029
-251
-8% -$10.1K ﹤0.01% 3250
2023
Q2
$129K Buy
3,280
+3,275
+65,500% +$129K ﹤0.01% 3298
2023
Q1
$0 Hold
5
﹤0.01% 4319
2022
Q4
$0 Sell
5
-3
-38% ﹤0.01% 4404
2022
Q3
$0 Buy
8
+5
+167% ﹤0.01% 4675
2022
Q2
$0 Sell
3
-106
-97% ﹤0.01% 4753
2022
Q1
$5K Buy
+109
New +$5K ﹤0.01% 4576