Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Buy
3,306
+1,128
+52% +$56.3K ﹤0.01% 651
2025
Q1
$72K Buy
2,178
+509
+30% +$16.8K ﹤0.01% 899
2024
Q4
$64.1K Buy
+1,669
New +$64.1K ﹤0.01% 817
2022
Q3
Sell
-1,845
Closed -$20K 1821
2022
Q2
$20K Hold
1,845
﹤0.01% 1176
2022
Q1
$26K Sell
1,845
-1,884
-51% -$26.6K ﹤0.01% 1166
2021
Q4
$52K Buy
+3,729
New +$52K ﹤0.01% 985