Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
1,735
+223
+15% +$19.9K ﹤0.01% 667
2025
Q1
$98.2K Buy
1,512
+807
+114% +$52.4K ﹤0.01% 766
2024
Q4
$66.8K Buy
705
+274
+64% +$26K ﹤0.01% 799
2024
Q3
$38.3K Buy
431
+356
+475% +$31.7K ﹤0.01% 954
2024
Q2
$5.44K Buy
75
+41
+121% +$2.97K ﹤0.01% 1411
2024
Q1
$2.06K Buy
+34
New +$2.06K ﹤0.01% 1531
2023
Q1
Sell
-302
Closed -$11K 1716
2022
Q4
$11K Buy
+302
New +$11K ﹤0.01% 1267
2022
Q3
Sell
-68
Closed -$3K 1788
2022
Q2
$3K Hold
68
﹤0.01% 1659
2022
Q1
$5K Hold
68
﹤0.01% 1649
2021
Q4
$5K Buy
+68
New +$5K ﹤0.01% 1625