Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Buy
35,055
+3,150
+10% +$15.8K ﹤0.01% 2255
2025
Q1
$145K Buy
31,905
+11,508
+56% +$52.1K ﹤0.01% 2149
2024
Q4
$96.3K Sell
20,397
-222
-1% -$1.05K ﹤0.01% 2179
2024
Q3
$78.4K Sell
20,619
-2,741
-12% -$10.4K ﹤0.01% 2327
2024
Q2
$82.9K Buy
23,360
+3,597
+18% +$12.8K ﹤0.01% 2244
2024
Q1
$62.1K Buy
19,763
+2,859
+17% +$8.98K ﹤0.01% 2232
2023
Q4
$57K Buy
16,904
+1,154
+7% +$3.89K ﹤0.01% 2156
2023
Q3
$55.8K Hold
15,750
﹤0.01% 1982
2023
Q2
$54K Buy
15,750
+1,500
+11% +$5.15K ﹤0.01% 1962
2023
Q1
$42.9K Buy
14,250
+1,500
+12% +$4.52K ﹤0.01% 1910
2022
Q4
$41 Hold
12,750
﹤0.01% 1622
2022
Q3
$34K Buy
12,750
+400
+3% +$1.07K ﹤0.01% 1854
2022
Q2
$31K Buy
+12,350
New +$31K ﹤0.01% 2044