Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60K Sell
2,261
-1,112
-33% -$29.5K ﹤0.01% 1511
2025
Q1
$92K Hold
3,373
﹤0.01% 1529
2024
Q4
$137K Buy
3,373
+1,113
+49% +$45.2K ﹤0.01% 1349
2024
Q3
$65K Hold
2,260
﹤0.01% 1571
2024
Q2
$100K Buy
2,260
+499
+28% +$22.1K ﹤0.01% 1159
2024
Q1
$109K Buy
1,761
+4
+0.2% +$248 ﹤0.01% 1080
2023
Q4
$138K Buy
1,757
+287
+20% +$22.5K ﹤0.01% 932
2023
Q3
$95K Buy
+1,470
New +$95K ﹤0.01% 1033
2023
Q1
Sell
-3,532
Closed -$240K 1510
2022
Q4
$240K Sell
3,532
-707
-17% -$48K ﹤0.01% 919
2022
Q3
$318K Buy
4,239
+560
+15% +$42K ﹤0.01% 843
2022
Q2
$335K Buy
3,679
+462
+14% +$42.1K ﹤0.01% 838
2022
Q1
$355K Buy
3,217
+1,715
+114% +$189K ﹤0.01% 902
2021
Q4
$206K Sell
1,502
-1,458
-49% -$200K ﹤0.01% 1073
2021
Q3
$473K Buy
+2,960
New +$473K ﹤0.01% 876