Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.8K Buy
22,554
+1,206
+6% +$5.28K ﹤0.01% 1634
2025
Q1
$83.7K Buy
21,348
+459
+2% +$1.8K ﹤0.01% 1360
2024
Q4
$111K Buy
+20,889
New +$111K ﹤0.01% 1125
2023
Q4
Sell
-11,900
Closed -$16.9K 806
2023
Q3
$16.9K Sell
11,900
-345
-3% -$490 ﹤0.01% 735
2023
Q2
$27.7K Sell
12,245
-1,125
-8% -$2.54K ﹤0.01% 731
2023
Q1
$35.4K Buy
13,370
+1,575
+13% +$4.17K ﹤0.01% 616
2022
Q4
$61.6K Buy
+11,795
New +$61.6K ﹤0.01% 657