Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53K Hold
63,026
﹤0.01% 524
2025
Q1
$49.7K Hold
63,026
﹤0.01% 496
2024
Q4
$93.9K Sell
63,026
-10,755
-15% -$16K 0.01% 582
2024
Q3
$156K Buy
+73,781
New +$156K 0.01% 601
2024
Q2
Sell
-73,781
Closed -$165K 190
2024
Q1
$165K Buy
73,781
+2,393
+3% +$5.34K 0.01% 537
2023
Q4
$208K Buy
71,388
+3,927
+6% +$11.4K 0.02% 522
2023
Q3
$72.2K Buy
67,461
+1,000
+2% +$1.07K 0.01% 492
2023
Q2
$97.7K Buy
+66,461
New +$97.7K 0.01% 523
2023
Q1
Sell
-39,500
Closed -$17.4K 492
2022
Q4
$17.4K Hold
39,500
﹤0.01% 510
2022
Q3
$41K Buy
39,500
+500
+1% +$519 ﹤0.01% 476
2022
Q2
$44K Buy
39,000
+6,500
+20% +$7.33K ﹤0.01% 510
2022
Q1
$122K Buy
32,500
+2,650
+9% +$9.95K 0.01% 514
2021
Q4
$151K Buy
29,850
+9,005
+43% +$45.6K 0.01% 494
2021
Q3
$89K Buy
+20,845
New +$89K 0.01% 486