Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Buy
53,733
+5,856
+12% +$17.7K ﹤0.01% 1101
2025
Q1
$147K Buy
47,877
+12,321
+35% +$37.7K ﹤0.01% 1139
2024
Q4
$126K Hold
35,556
﹤0.01% 999
2024
Q3
$115K Sell
35,556
-7,780
-18% -$25.2K ﹤0.01% 909
2024
Q2
$132K Buy
43,336
+264
+0.6% +$805 ﹤0.01% 855
2024
Q1
$124K Buy
43,072
+5,444
+14% +$15.7K ﹤0.01% 812
2023
Q4
$105K Buy
37,628
+4,604
+14% +$12.8K ﹤0.01% 764
2023
Q3
$79.9K Hold
33,024
﹤0.01% 743
2023
Q2
$77.9K Buy
33,024
+5,246
+19% +$12.4K ﹤0.01% 706
2023
Q1
$62.4K Buy
27,778
+872
+3% +$1.96K ﹤0.01% 700
2022
Q4
$62.7K Buy
26,906
+6,124
+29% +$14.3K ﹤0.01% 671
2022
Q3
$49K Buy
+20,782
New +$49K ﹤0.01% 568