Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.2K Buy
1,005
+26
+3% +$2.51K ﹤0.01% 1057
2025
Q1
$104K Buy
979
+9
+0.9% +$952 ﹤0.01% 971
2024
Q4
$108K Sell
970
-645
-40% -$72K ﹤0.01% 906
2024
Q3
$169K Buy
1,615
+491
+44% +$51.5K ﹤0.01% 950
2024
Q2
$118K Buy
1,124
+220
+24% +$23.1K ﹤0.01% 898
2024
Q1
$94.9K Buy
904
+88
+11% +$9.24K ﹤0.01% 733
2023
Q4
$90K Sell
816
-88
-10% -$9.71K ﹤0.01% 722
2023
Q3
$107K Buy
904
+17
+2% +$2.01K ﹤0.01% 599
2023
Q2
$118K Sell
887
-36
-4% -$4.79K ﹤0.01% 468
2023
Q1
$130K Buy
923
+21
+2% +$2.96K ﹤0.01% 684
2022
Q4
$109K Buy
902
+119
+15% +$14.4K ﹤0.01% 635
2022
Q3
$111K Hold
783
﹤0.01% 499
2022
Q2
$137K Buy
+783
New +$137K ﹤0.01% 404