Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
29,526
+80
+0.3% +$678 ﹤0.01% 773
2025
Q1
$240K Buy
29,446
+1,445
+5% +$11.8K ﹤0.01% 714
2024
Q4
$193K Buy
28,001
+17,719
+172% +$122K ﹤0.01% 855
2024
Q3
$74.3K Buy
10,282
+28
+0.3% +$202 ﹤0.01% 757
2024
Q2
$77.9K Buy
10,254
+18
+0.2% +$137 ﹤0.01% 702
2024
Q1
$68.8K Hold
10,236
﹤0.01% 734
2023
Q4
$69.8K Sell
10,236
-748
-7% -$5.1K ﹤0.01% 678
2023
Q3
$65.9K Buy
+10,984
New +$65.9K ﹤0.01% 626
2022
Q4
Sell
-10,221
Closed -$77K 595
2022
Q3
$77K Buy
10,221
+1
+0% +$8 ﹤0.01% 524
2022
Q2
$63K Buy
+10,220
New +$63K ﹤0.01% 563