Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Sell
30,560
-615
-2% -$3.48K ﹤0.01% 3288
2025
Q1
$170K Buy
31,175
+615
+2% +$3.35K ﹤0.01% 3217
2024
Q4
$213K Sell
30,560
-500
-2% -$3.49K ﹤0.01% 3142
2024
Q3
$141K Buy
31,060
+11,874
+62% +$53.9K ﹤0.01% 3197
2024
Q2
$105K Buy
19,186
+2,800
+17% +$15.3K ﹤0.01% 3207
2024
Q1
$87K Buy
16,386
+5,086
+45% +$27K ﹤0.01% 3213
2023
Q4
$61.2K Sell
11,300
-1,500
-12% -$8.13K ﹤0.01% 3211
2023
Q3
$64.4K Sell
12,800
-500
-4% -$2.52K ﹤0.01% 3162
2023
Q2
$50K Buy
13,300
+1,400
+12% +$5.26K ﹤0.01% 3240
2023
Q1
$51.1K Buy
11,900
+900
+8% +$3.86K ﹤0.01% 3233
2022
Q4
$44.9K Buy
+11,000
New +$44.9K ﹤0.01% 3195