Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Buy
19,382
+1,505
+8% +$9.45K ﹤0.01% 3196
2025
Q1
$156K Buy
17,877
+3,693
+26% +$32.2K ﹤0.01% 3080
2024
Q4
$83K Buy
14,184
+1,052
+8% +$6.15K ﹤0.01% 3217
2024
Q3
$80.4K Buy
13,132
+1,195
+10% +$7.32K ﹤0.01% 3125
2024
Q2
$43K Buy
+11,937
New +$43K ﹤0.01% 3071
2023
Q4
Sell
-17,473
Closed -$50.7K 3068
2023
Q3
$50.7K Sell
17,473
-12,523
-42% -$36.3K ﹤0.01% 2770
2023
Q2
$105K Buy
29,996
+6,845
+30% +$24K ﹤0.01% 2629
2023
Q1
$74K Buy
23,151
+8,929
+63% +$28.5K ﹤0.01% 2623
2022
Q4
$33K Buy
+14,222
New +$33K ﹤0.01% 2650