Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
4,548
+401
+10% +$27.6K ﹤0.01% 486
2025
Q1
$286K Buy
4,147
+916
+28% +$63.2K ﹤0.01% 499
2024
Q4
$199K Buy
3,231
+173
+6% +$10.6K ﹤0.01% 564
2024
Q3
$190K Sell
3,058
-397
-11% -$24.6K ﹤0.01% 594
2024
Q2
$184K Buy
3,455
+122
+4% +$6.51K ﹤0.01% 636
2024
Q1
$174K Buy
+3,333
New +$174K ﹤0.01% 558
2023
Q2
Sell
-3,870
Closed -$237K 633
2023
Q1
$237K Sell
3,870
-46
-1% -$2.81K ﹤0.01% 453
2022
Q4
$246K Buy
3,916
+247
+7% +$15.5K ﹤0.01% 423
2022
Q3
$218K Hold
3,669
﹤0.01% 435
2022
Q2
$239K Buy
3,669
+99
+3% +$6.45K 0.01% 340
2022
Q1
$244K Buy
+3,570
New +$244K ﹤0.01% 384