Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
4,287
+636
+17% +$15.5K ﹤0.01% 810
2025
Q1
$81.5K Buy
3,651
+1,831
+101% +$40.9K ﹤0.01% 856
2024
Q4
$57K Buy
1,820
+682
+60% +$21.4K ﹤0.01% 865
2024
Q3
$26.1K Buy
1,138
+959
+536% +$22K ﹤0.01% 1112
2024
Q2
$4.42K Buy
179
+102
+132% +$2.52K ﹤0.01% 1478
2024
Q1
$964 Buy
+77
New +$964 ﹤0.01% 1790
2023
Q4
Sell
-226
Closed -$3.72K 1664
2023
Q3
$3.72K Hold
226
﹤0.01% 1463
2023
Q2
$5.48K Hold
226
﹤0.01% 1402
2023
Q1
$5.2K Hold
226
﹤0.01% 1404
2022
Q4
$4K Sell
226
-14
-6% -$248 ﹤0.01% 1457
2022
Q3
$6K Sell
240
-12
-5% -$300 ﹤0.01% 1427
2022
Q2
$8K Sell
252
-268
-52% -$8.51K ﹤0.01% 1452
2022
Q1
$22K Sell
520
-84
-14% -$3.55K ﹤0.01% 1214
2021
Q4
$22K Buy
+604
New +$22K ﹤0.01% 1239