Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90K Buy
3,624
+527
+17% +$13.1K ﹤0.01% 875
2025
Q1
$92.3K Buy
3,097
+969
+46% +$28.9K ﹤0.01% 790
2024
Q4
$57.9K Sell
2,128
-138
-6% -$3.75K ﹤0.01% 860
2024
Q3
$68.3K Buy
2,266
+882
+64% +$26.6K ﹤0.01% 788
2024
Q2
$46K Buy
1,384
+6
+0.4% +$199 ﹤0.01% 845
2024
Q1
$49.5K Sell
1,378
-11
-0.8% -$395 ﹤0.01% 837
2023
Q4
$40.6K Hold
1,389
﹤0.01% 876
2023
Q3
$49.5K Buy
1,389
+89
+7% +$3.17K ﹤0.01% 836
2023
Q2
$40.4K Hold
1,300
﹤0.01% 895
2023
Q1
$35.3K Hold
1,300
﹤0.01% 931
2022
Q4
$38K Hold
1,300
﹤0.01% 916
2022
Q3
$26K Sell
1,300
-39
-3% -$780 ﹤0.01% 1025
2022
Q2
$27K Hold
1,339
﹤0.01% 1064
2022
Q1
$33K Hold
1,339
﹤0.01% 1074
2021
Q4
$27K Buy
+1,339
New +$27K ﹤0.01% 1173
2018
Q3
Sell
-4,818
Closed -$201K 357
2018
Q2
$201K Buy
+4,818
New +$201K 0.01% 323