Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Sell
2,398
-308
-11% -$16.7K ﹤0.01% 591
2025
Q1
$136K Buy
2,706
+371
+16% +$18.7K ﹤0.01% 568
2024
Q4
$106K Sell
2,335
-455
-16% -$20.7K ﹤0.01% 588
2024
Q3
$132K Buy
2,790
+48
+2% +$2.28K ﹤0.01% 566
2024
Q2
$126K Buy
2,742
+1,490
+119% +$68.4K ﹤0.01% 555
2024
Q1
$54.2K Buy
+1,252
New +$54.2K ﹤0.01% 647
2023
Q2
Sell
-27
Closed -$876 1249
2023
Q1
$876 Buy
+27
New +$876 ﹤0.01% 1141
2022
Q4
Sell
-488
Closed -$12K 1185
2022
Q3
$12K Buy
+488
New +$12K ﹤0.01% 924
2022
Q2
Sell
-61
Closed -$2K 1170
2022
Q1
$2K Hold
61
﹤0.01% 1059
2021
Q4
$2K Buy
+61
New +$2K ﹤0.01% 1083
2020
Q4
Sell
-58
Closed -$1K 1166
2020
Q3
$1K Buy
+58
New +$1K ﹤0.01% 1117