Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
12,164
+544
+5% +$5.64K ﹤0.01% 744
2025
Q1
$120K Buy
+11,620
New +$120K ﹤0.01% 640
2024
Q4
Sell
-11,240
Closed -$119K 655
2024
Q3
$119K Buy
11,240
+256
+2% +$2.71K ﹤0.01% 615
2024
Q2
$90.7K Sell
10,984
-864
-7% -$7.14K ﹤0.01% 598
2024
Q1
$101K Buy
11,848
+505
+4% +$4.29K ﹤0.01% 629
2023
Q4
$93.4K Hold
11,343
﹤0.01% 627
2023
Q3
$94.5K Sell
11,343
-126
-1% -$1.05K ﹤0.01% 615
2023
Q2
$96K Buy
+11,469
New +$96K ﹤0.01% 615