Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
5,379
+4
+0.1% +$280 ﹤0.01% 952
2025
Q1
$369K Sell
5,375
-1,100
-17% -$75.4K ﹤0.01% 943
2024
Q4
$479K Hold
6,475
﹤0.01% 874
2024
Q3
$413K Sell
6,475
-309
-5% -$19.7K ﹤0.01% 954
2024
Q2
$315K Hold
6,784
﹤0.01% 1009
2024
Q1
$331K Hold
6,784
﹤0.01% 989
2023
Q4
$393K Buy
6,784
+96
+1% +$5.56K ﹤0.01% 931
2023
Q3
$309K Sell
6,688
-211
-3% -$9.74K ﹤0.01% 944
2023
Q2
$347K Buy
6,899
+185
+3% +$9.3K ﹤0.01% 919
2023
Q1
$299K Buy
6,714
+474
+8% +$21.1K ﹤0.01% 986
2022
Q4
$201K Buy
+6,240
New +$201K ﹤0.01% 1070
2022
Q2
Sell
-6,006
Closed -$296K 1213
2022
Q1
$296K Buy
+6,006
New +$296K ﹤0.01% 1011
2021
Q3
Sell
-2,404
Closed -$294K 1197
2021
Q2
$294K Buy
2,404
+88
+4% +$10.8K ﹤0.01% 1017
2021
Q1
$300K Buy
+2,316
New +$300K ﹤0.01% 974