Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Sell
1,458
-1,397
-49% -$19.2K ﹤0.01% 1677
2025
Q1
$41K Buy
2,855
+2,280
+397% +$32.7K ﹤0.01% 1367
2024
Q4
$7K Buy
+575
New +$7K ﹤0.01% 1935
2024
Q3
Hold
0
2669
2024
Q2
Hold
0
2774
2024
Q1
Hold
0
2737
2023
Q4
Hold
0
2799
2023
Q3
Hold
0
2688
2023
Q2
Hold
0
2781
2023
Q1
Sell
-18,762
Closed -$181K 2728
2022
Q4
$181K Buy
18,762
+2,867
+18% +$27.7K ﹤0.01% 823
2022
Q3
$116K Buy
15,895
+12,731
+402% +$92.9K ﹤0.01% 1073
2022
Q2
$26K Buy
+3,164
New +$26K ﹤0.01% 1659
2022
Q1
Sell
-32,594
Closed -$434K 3191
2021
Q4
$434K Buy
+32,594
New +$434K ﹤0.01% 831