Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90K Buy
962
+15
+2% +$1.4K 0.01% 363
2025
Q1
$69K Buy
947
+156
+20% +$11.4K 0.01% 404
2024
Q4
$48K Sell
791
-63
-7% -$3.82K 0.01% 461
2024
Q3
$64K Sell
854
-4
-0.5% -$300 0.01% 414
2024
Q2
$62K Buy
858
+336
+64% +$24.3K 0.01% 411
2024
Q1
$40K Buy
522
+15
+3% +$1.15K 0.01% 478
2023
Q4
$31K Hold
507
﹤0.01% 497
2023
Q3
$23K Hold
507
﹤0.01% 532
2023
Q2
$22K Buy
507
+106
+26% +$4.6K ﹤0.01% 557
2023
Q1
$13K Hold
401
﹤0.01% 520
2022
Q4
$10K Sell
401
-153
-28% -$3.82K ﹤0.01% 566
2022
Q3
$15K Buy
554
+212
+62% +$5.74K ﹤0.01% 482
2022
Q2
$7K Hold
342
﹤0.01% 543
2022
Q1
$12K Sell
342
-17
-5% -$596 ﹤0.01% 507
2021
Q4
$15K Buy
359
+17
+5% +$710 ﹤0.01% 467
2021
Q3
$15K Hold
342
﹤0.01% 401
2021
Q2
$17K Hold
342
﹤0.01% 376
2021
Q1
$19K Buy
+342
New +$19K ﹤0.01% 357
2019
Q3
Sell
-38
Closed -$2K 449
2019
Q2
$2K Buy
+38
New +$2K ﹤0.01% 425