Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Buy
109,937
+26,777
+32% +$96.7K ﹤0.01% 461
2025
Q1
$236K Buy
83,160
+4,623
+6% +$13.1K ﹤0.01% 503
2024
Q4
$192K Sell
78,537
-6,435
-8% -$15.7K ﹤0.01% 541
2024
Q3
$262K Sell
84,972
-16,150
-16% -$49.9K ﹤0.01% 508
2024
Q2
$272K Buy
101,122
+20,317
+25% +$54.6K ﹤0.01% 505
2024
Q1
$211K Buy
80,805
+44,055
+120% +$115K ﹤0.01% 545
2023
Q4
$117K Buy
36,750
+33
+0.1% +$105 ﹤0.01% 561
2023
Q3
$106K Buy
36,717
+19,517
+113% +$56.3K ﹤0.01% 573
2023
Q2
$61.4K Buy
17,200
+1,300
+8% +$4.64K ﹤0.01% 399
2023
Q1
$62.8K Hold
15,900
﹤0.01% 403
2022
Q4
$56.4K Hold
15,900
﹤0.01% 410
2022
Q3
$51K Hold
15,900
﹤0.01% 403
2022
Q2
$54K Hold
15,900
﹤0.01% 415
2022
Q1
$73K Hold
15,900
﹤0.01% 412
2021
Q4
$63K Hold
15,900
﹤0.01% 418
2021
Q3
$54K Hold
15,900
﹤0.01% 416
2021
Q2
$67K Hold
15,900
﹤0.01% 419
2021
Q1
$68K Buy
+15,900
New +$68K ﹤0.01% 396