Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
795
+92
+13% +$16.6K ﹤0.01% 700
2025
Q1
$127K Buy
703
+18
+3% +$3.24K ﹤0.01% 685
2024
Q4
$135K Buy
685
+35
+5% +$6.91K ﹤0.01% 633
2024
Q3
$102K Buy
650
+6
+0.9% +$941 ﹤0.01% 698
2024
Q2
$90K Buy
644
+172
+36% +$24K ﹤0.01% 711
2024
Q1
$56K Sell
472
-1
-0.2% -$119 ﹤0.01% 811
2023
Q4
$50.2K Buy
+473
New +$50.2K ﹤0.01% 827
2022
Q3
Sell
-18
Closed -$1K 1832
2022
Q2
$1K Hold
18
﹤0.01% 1826
2022
Q1
$2K Hold
18
﹤0.01% 1819
2021
Q4
$2K Buy
+18
New +$2K ﹤0.01% 1808