Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
16,386
-17
-0.1% -$238 ﹤0.01% 2873
2025
Q1
$153K Hold
16,403
﹤0.01% 3042
2024
Q4
$126K Buy
+16,403
New +$126K ﹤0.01% 3196
2023
Q3
Sell
-5,805
Closed -$11.8K 3712
2023
Q2
$11.8K Sell
5,805
-1,931
-25% -$3.94K ﹤0.01% 3593
2023
Q1
$15.9K Buy
7,736
+2,161
+39% +$4.43K ﹤0.01% 3690
2022
Q4
$11.4K Buy
5,575
+94
+2% +$193 ﹤0.01% 3779
2022
Q3
$13K Sell
5,481
-895
-14% -$2.12K ﹤0.01% 3739
2022
Q2
$21K Buy
+6,376
New +$21K ﹤0.01% 3845