Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Buy
746
+85
+13% +$13K ﹤0.01% 417
2025
Q1
$97K Buy
661
+3
+0.5% +$440 ﹤0.01% 411
2024
Q4
$85K Hold
658
﹤0.01% 410
2024
Q3
$90K Sell
658
-24
-4% -$3.28K ﹤0.01% 404
2024
Q2
$70K Buy
682
+51
+8% +$5.24K ﹤0.01% 409
2024
Q1
$56K Buy
631
+13
+2% +$1.15K ﹤0.01% 415
2023
Q4
$57K Sell
618
-19
-3% -$1.75K ﹤0.01% 395
2023
Q3
$50K Buy
637
+61
+11% +$4.79K ﹤0.01% 393
2023
Q2
$48K Buy
576
+165
+40% +$13.8K ﹤0.01% 382
2023
Q1
$36K Buy
+411
New +$36K ﹤0.01% 361
2022
Q3
Sell
-42
Closed -$5K 670
2022
Q2
$5K Sell
42
-6
-13% -$714 ﹤0.01% 602
2022
Q1
$6K Buy
+48
New +$6K ﹤0.01% 516
2021
Q3
Sell
-176
Closed -$29K 399
2021
Q2
$29K Buy
+176
New +$29K ﹤0.01% 359