Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Buy
1,182
+699
+145% +$17.2K ﹤0.01% 617
2025
Q1
$13K Sell
483
-121
-20% -$3.26K ﹤0.01% 745
2024
Q4
$20K Buy
604
+49
+9% +$1.62K ﹤0.01% 618
2024
Q3
$20K Buy
555
+36
+7% +$1.3K ﹤0.01% 609
2024
Q2
$18K Buy
519
+120
+30% +$4.16K ﹤0.01% 592
2024
Q1
$12K Buy
399
+18
+5% +$541 ﹤0.01% 650
2023
Q4
$11K Buy
381
+80
+27% +$2.31K ﹤0.01% 656
2023
Q3
$8K Sell
301
-5
-2% -$133 ﹤0.01% 674
2023
Q2
$9K Buy
+306
New +$9K ﹤0.01% 637
2022
Q3
Sell
-620
Closed -$20K 594
2022
Q2
$20K Buy
620
+496
+400% +$16K ﹤0.01% 416
2022
Q1
$5K Buy
+124
New +$5K ﹤0.01% 542