Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Buy
455
+73
+19% +$29.8K ﹤0.01% 795
2025
Q1
$126K Buy
382
+116
+44% +$38.4K ﹤0.01% 894
2024
Q4
$111K Sell
266
-252
-49% -$106K ﹤0.01% 895
2024
Q3
$189K Buy
518
+198
+62% +$72.4K ﹤0.01% 881
2024
Q2
$133K Buy
320
+78
+32% +$32.4K ﹤0.01% 853
2024
Q1
$100K Sell
242
-182
-43% -$75.5K ﹤0.01% 715
2023
Q4
$133K Buy
424
+128
+43% +$40.2K ﹤0.01% 580
2023
Q3
$98K Buy
296
+110
+59% +$36.4K ﹤0.01% 626
2023
Q2
$45K Sell
186
-248
-57% -$60K ﹤0.01% 731
2023
Q1
$102K Buy
434
+138
+47% +$32.4K ﹤0.01% 761
2022
Q4
$66K Buy
296
+196
+196% +$43.7K ﹤0.01% 815
2022
Q3
$18K Hold
100
﹤0.01% 1131
2022
Q2
$18K Buy
+100
New +$18K ﹤0.01% 989