Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$153K Buy
1,771
+192
+12% +$16.6K ﹤0.01% 672
2025
Q1
$82.2K Buy
1,579
+731
+86% +$38K ﹤0.01% 852
2024
Q4
$46.7K Sell
848
-85
-9% -$4.68K ﹤0.01% 945
2024
Q3
$62.4K Buy
933
+791
+557% +$52.9K ﹤0.01% 809
2024
Q2
$7.87K Sell
142
-71
-33% -$3.94K ﹤0.01% 1315
2024
Q1
$10.9K Sell
213
-57
-21% -$2.92K ﹤0.01% 1262
2023
Q4
$12.3K Hold
270
﹤0.01% 1228
2023
Q3
$11.1K Buy
270
+170
+170% +$7K ﹤0.01% 1265
2023
Q2
$4.42K Hold
100
﹤0.01% 1430
2023
Q1
$3.95K Hold
100
﹤0.01% 1450
2022
Q4
$3K Hold
100
﹤0.01% 1493
2022
Q3
$3K Hold
100
﹤0.01% 1524
2022
Q2
$2K Hold
100
﹤0.01% 1711
2022
Q1
$3K Hold
100
﹤0.01% 1735
2021
Q4
$2K Buy
+100
New +$2K ﹤0.01% 1780
2014
Q3
Sell
-5,050
Closed -$228K 304
2014
Q2
$228K Buy
+5,050
New +$228K 0.01% 283