Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Buy
18,361
+7,254
+65% +$57.7K ﹤0.01% 3717
2025
Q1
$105K Sell
11,107
-5,526
-33% -$52.2K ﹤0.01% 3671
2024
Q4
$170K Buy
16,633
+2,188
+15% +$22.4K ﹤0.01% 3586
2024
Q3
$200K Buy
14,445
+2,961
+26% +$41K ﹤0.01% 3475
2024
Q2
$160K Buy
+11,484
New +$160K ﹤0.01% 3160
2024
Q1
Sell
-13,032
Closed -$157K 4292
2023
Q4
$157K Buy
13,032
+3,743
+40% +$45.1K ﹤0.01% 3592
2023
Q3
$74K Buy
+9,289
New +$74K ﹤0.01% 3437
2019
Q4
Sell
-228
Closed -$1K 4257
2019
Q3
$1K Buy
+228
New +$1K ﹤0.01% 4064
2018
Q4
Sell
-140
Closed -$1K 4406
2018
Q3
$1K Buy
+140
New +$1K ﹤0.01% 4253