Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
3,383
+92
+3% +$8.09K ﹤0.01% 1512
2025
Q1
$232K Buy
3,291
+515
+19% +$36.3K ﹤0.01% 1478
2024
Q4
$206K Sell
2,776
-2,443
-47% -$182K ﹤0.01% 1491
2024
Q3
$390K Sell
5,219
-378
-7% -$28.2K 0.01% 1166
2024
Q2
$335K Buy
5,597
+509
+10% +$30.5K 0.01% 1170
2024
Q1
$332K Buy
5,088
+1,033
+25% +$67.3K 0.01% 1186
2023
Q4
$372K Sell
4,055
-765
-16% -$70.1K 0.01% 1058
2023
Q3
$340K Buy
4,820
+425
+10% +$30K 0.01% 1031
2023
Q2
$281K Buy
4,395
+504
+13% +$32.2K 0.01% 984
2023
Q1
$256K Buy
+3,891
New +$256K 0.02% 471
2020
Q2
Sell
-7,750
Closed -$1.04M 151
2020
Q1
$1.04M Hold
7,750
0.38% 102
2019
Q4
$1.04M Buy
+7,750
New +$1.04M 0.38% 102