Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
3,445
-145
-4% -$13.5K 0.1% 169
2025
Q1
$262K Buy
3,590
+848
+31% +$61.8K 0.09% 181
2024
Q4
$165K Buy
2,742
+1,106
+68% +$66.7K 0.05% 241
2024
Q3
$123K Buy
1,636
+494
+43% +$37.1K 0.03% 274
2024
Q2
$83K Hold
1,142
0.02% 309
2024
Q1
$87.9K Sell
1,142
-79
-6% -$6.08K 0.03% 304
2023
Q4
$75.2K Buy
1,221
+391
+47% +$24.1K 0.02% 317
2023
Q3
$38.2K Hold
830
0.01% 411
2023
Q2
$35.8K Hold
830
0.01% 421
2023
Q1
$26.3K Buy
+830
New +$26.3K 0.01% 465
2020
Q3
Sell
-200
Closed -$6K 708
2020
Q2
$6K Buy
+200
New +$6K ﹤0.01% 584