Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
32,065
-590
-2% -$4.42K ﹤0.01% 1518
2025
Q1
$78.7K Buy
32,655
+13,447
+70% +$32.4K ﹤0.01% 1513
2024
Q4
$26.7K Sell
19,208
-37,696
-66% -$52.4K ﹤0.01% 1314
2024
Q3
$47.9K Hold
56,904
﹤0.01% 1130
2024
Q2
$96.7K Buy
56,904
+2,475
+5% +$4.21K ﹤0.01% 956
2024
Q1
$109K Buy
54,429
+21
+0% +$42 ﹤0.01% 923
2023
Q4
$122K Buy
54,408
+14,326
+36% +$32.2K ﹤0.01% 875
2023
Q3
$161K Hold
40,082
﹤0.01% 853
2023
Q2
$97.8K Hold
40,082
﹤0.01% 853
2023
Q1
$101K Hold
40,082
﹤0.01% 853
2022
Q4
$52.5K Sell
40,082
-1,443
-3% -$1.89K ﹤0.01% 795
2022
Q3
$76K Sell
41,525
-6,029
-13% -$11K ﹤0.01% 812
2022
Q2
$119K Buy
+47,554
New +$119K ﹤0.01% 762