Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
91
+14
+18% +$52K 0.01% 488
2025
Q1
$294K Buy
77
+8
+12% +$30.5K ﹤0.01% 499
2024
Q4
$221K Buy
69
+36
+109% +$115K ﹤0.01% 544
2024
Q3
$104K Buy
33
+5
+18% +$15.8K ﹤0.01% 694
2024
Q2
$83K Buy
28
+7
+33% +$20.7K ﹤0.01% 731
2024
Q1
$66.2K Sell
21
-50
-70% -$158K ﹤0.01% 784
2023
Q4
$184K Buy
71
+1
+1% +$2.59K ﹤0.01% 597
2023
Q3
$178K Hold
70
﹤0.01% 589
2023
Q2
$175K Hold
70
﹤0.01% 599
2023
Q1
$172K Sell
70
-30
-30% -$73.7K ﹤0.01% 595
2022
Q4
$247K Hold
100
﹤0.01% 536
2022
Q3
$215K Buy
100
+2
+2% +$4.3K ﹤0.01% 588
2022
Q2
$211K Buy
98
+8
+9% +$17.2K ﹤0.01% 615
2022
Q1
$184K Buy
90
+22
+32% +$45K ﹤0.01% 662
2021
Q4
$143K Buy
+68
New +$143K ﹤0.01% 732