Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Buy
3,314
+415
+14% +$18.3K ﹤0.01% 690
2025
Q1
$107K Buy
2,899
+1,538
+113% +$56.8K ﹤0.01% 742
2024
Q4
$45.3K Buy
1,361
+553
+68% +$18.4K ﹤0.01% 956
2024
Q3
$21K Buy
808
+686
+562% +$17.8K ﹤0.01% 1209
2024
Q2
$2.74K Buy
122
+38
+45% +$854 ﹤0.01% 1659
2024
Q1
$1.99K Buy
+84
New +$1.99K ﹤0.01% 1539
2023
Q4
Sell
-1,267
Closed -$27.7K 1650
2023
Q3
$27.7K Hold
1,267
﹤0.01% 984
2023
Q2
$24.2K Hold
1,267
﹤0.01% 1045
2023
Q1
$24.6K Hold
1,267
﹤0.01% 1028
2022
Q4
$20K Sell
1,267
-1,000
-44% -$15.8K ﹤0.01% 1104
2022
Q3
$36K Sell
2,267
-1,646
-42% -$26.1K ﹤0.01% 948
2022
Q2
$81K Buy
3,913
+1,267
+48% +$26.2K ﹤0.01% 792
2022
Q1
$60K Sell
2,646
-181
-6% -$4.1K ﹤0.01% 912
2021
Q4
$52K Buy
+2,827
New +$52K ﹤0.01% 983