Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
19,356
-19,350
-50% -$140K ﹤0.01% 1694
2025
Q1
$255K Buy
38,706
+962
+3% +$6.34K ﹤0.01% 1296
2024
Q4
$222K Buy
37,744
+2,275
+6% +$13.4K ﹤0.01% 1267
2024
Q3
$227K Buy
35,469
+847
+2% +$5.41K ﹤0.01% 1220
2024
Q2
$212K Buy
+34,622
New +$212K ﹤0.01% 1114
2023
Q3
Sell
-55,383
Closed -$281K 796
2023
Q2
$281K Buy
55,383
+38,403
+226% +$195K ﹤0.01% 661
2023
Q1
$73K Buy
16,980
+1,512
+10% +$6.5K ﹤0.01% 708
2022
Q4
$14.5K Buy
+15,468
New +$14.5K ﹤0.01% 587