Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
15,419
-1,456
-9% -$13.2K ﹤0.01% 1435
2025
Q1
$108K Buy
16,875
+1,531
+10% +$9.83K ﹤0.01% 1367
2024
Q4
$146K Sell
15,344
-171
-1% -$1.63K ﹤0.01% 1477
2024
Q3
$116K Sell
15,515
-246
-2% -$1.85K ﹤0.01% 1518
2024
Q2
$209K Buy
15,761
+345
+2% +$4.57K ﹤0.01% 1318
2024
Q1
$108K Buy
15,416
+22
+0.1% +$154 ﹤0.01% 643
2023
Q4
$169K Buy
15,394
+2,285
+17% +$25K ﹤0.01% 594
2023
Q3
$144K Hold
13,109
0.01% 452
2023
Q2
$207K Hold
13,109
0.01% 442
2023
Q1
$171K Buy
+13,109
New +$171K 0.01% 464