Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
32,541
+13,831
+74% +$118K ﹤0.01% 4711
2025
Q1
$107K Buy
18,710
+8,390
+81% +$47.9K ﹤0.01% 4899
2024
Q4
$61.4K Buy
+10,320
New +$61.4K ﹤0.01% 4958
2023
Q4
Sell
-15,100
Closed -$32.9K 4727
2023
Q3
$32.9K Hold
15,100
﹤0.01% 4507
2023
Q2
$47.7K Hold
15,100
﹤0.01% 4378
2023
Q1
$40.6K Buy
+15,100
New +$40.6K ﹤0.01% 4307
2022
Q2
Sell
-11,000
Closed -$89K 4386
2022
Q1
$89K Buy
11,000
+344
+3% +$2.78K ﹤0.01% 3981
2021
Q4
$127K Sell
10,656
-2,400
-18% -$28.6K ﹤0.01% 4074
2021
Q3
$194K Hold
13,056
﹤0.01% 3966
2021
Q2
$259K Buy
13,056
+1,600
+14% +$31.7K ﹤0.01% 3685
2021
Q1
$183K Buy
+11,456
New +$183K ﹤0.01% 3764