Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
20,964
+2,080
+11% +$10.5K 0.01% 684
2025
Q1
$85.5K Buy
18,884
+3,210
+20% +$14.5K 0.01% 701
2024
Q4
$74K Buy
15,674
+1,644
+12% +$7.76K ﹤0.01% 698
2024
Q3
$53.3K Sell
14,030
-6,125
-30% -$23.3K ﹤0.01% 709
2024
Q2
$71.6K Buy
20,155
+1,921
+11% +$6.82K ﹤0.01% 709
2024
Q1
$57.3K Sell
18,234
-466
-2% -$1.46K ﹤0.01% 709
2023
Q4
$63K Buy
18,700
+5,503
+42% +$18.5K ﹤0.01% 673
2023
Q3
$46.7K Buy
13,197
+1,530
+13% +$5.42K ﹤0.01% 636
2023
Q2
$40K Buy
+11,667
New +$40K ﹤0.01% 651