Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$153K Buy
141,254
+17,000
+14% +$18.4K ﹤0.01% 1222
2025
Q1
$139K Sell
124,254
-3,700
-3% -$4.14K ﹤0.01% 1207
2024
Q4
$117K Buy
127,954
+1,150
+0.9% +$1.05K ﹤0.01% 1224
2024
Q3
$86K Sell
126,804
-4,500
-3% -$3.05K ﹤0.01% 1180
2024
Q2
$134K Buy
131,304
+94,204
+254% +$96.1K ﹤0.01% 1137
2024
Q1
$45K Hold
37,100
﹤0.01% 1191
2023
Q4
$40K Buy
+37,100
New +$40K ﹤0.01% 1137
2023
Q2
Sell
-12,600
Closed -$19K 1237
2023
Q1
$19K Buy
+12,600
New +$19K ﹤0.01% 1136
2022
Q4
Sell
-10,350
Closed -$17K 1237
2022
Q3
$17K Hold
10,350
﹤0.01% 1123
2022
Q2
$19K Buy
+10,350
New +$19K ﹤0.01% 1167