Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84K Buy
236
+71
+43% +$25.3K 0.04% 130
2025
Q1
$45K Buy
165
+68
+70% +$18.5K 0.03% 118
2024
Q4
$32K Buy
97
+74
+322% +$24.4K 0.02% 132
2024
Q3
$8K Buy
+23
New +$8K ﹤0.01% 180
2023
Q1
Sell
-1,200
Closed -$188K 194
2022
Q4
$188K Buy
+1,200
New +$188K 0.11% 54
2020
Q3
$140K Hold
1,371
0.2% 131
2020
Q2
$120K Hold
1,371
0.13% 138
2020
Q1
$107K Sell
1,371
-500
-27% -$39K 0.17% 144
2019
Q4
$177K Buy
+1,871
New +$177K 0.17% 154