Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Buy
22,977
+5,878
+34% +$7.41K ﹤0.01% 5021
2025
Q1
$14.7K Buy
17,099
+2,333
+16% +$2.01K ﹤0.01% 4990
2024
Q4
$20.1K Hold
14,766
﹤0.01% 4906
2024
Q3
$17.6K Hold
14,766
﹤0.01% 4712
2024
Q2
$21.7K Hold
14,766
﹤0.01% 4607
2024
Q1
$29.5K Hold
14,766
﹤0.01% 4573
2023
Q4
$27.2K Sell
14,766
-18,967
-56% -$34.9K ﹤0.01% 4594
2023
Q3
$53K Sell
33,733
-52,967
-61% -$83.2K ﹤0.01% 4480
2023
Q2
$177K Sell
86,700
-53,767
-38% -$110K ﹤0.01% 4434
2023
Q1
$277K Sell
140,467
-82,633
-37% -$163K ﹤0.01% 4385
2022
Q4
$354K Buy
223,100
+99,767
+81% +$158K ﹤0.01% 4269
2022
Q3
$340K Buy
+123,333
New +$340K ﹤0.01% 4483
2021
Q4
Sell
-22,055
Closed -$286K 5616
2021
Q3
$286K Buy
+22,055
New +$286K ﹤0.01% 4686