Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Buy
76,583
+4,902
+7% +$8.92K ﹤0.01% 3601
2025
Q1
$158K Buy
71,681
+10,742
+18% +$23.7K ﹤0.01% 3547
2024
Q4
$252K Sell
60,939
-400
-0.7% -$1.66K ﹤0.01% 3447
2024
Q3
$104K Buy
61,339
+270
+0.4% +$459 ﹤0.01% 3600
2024
Q2
$101K Buy
61,069
+710
+1% +$1.18K ﹤0.01% 3735
2024
Q1
$660K Buy
+60,359
New +$660K ﹤0.01% 3182
2023
Q1
Sell
-18,788
Closed -$92.8K 3938
2022
Q4
$92.8K Buy
+18,788
New +$92.8K ﹤0.01% 3818
2021
Q4
Sell
-10,156
Closed -$297K 4045
2021
Q3
$297K Buy
10,156
+2,560
+34% +$74.9K ﹤0.01% 3627
2021
Q2
$203K Buy
+7,596
New +$203K ﹤0.01% 3759