Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Buy
366
+44
+14% +$18K ﹤0.01% 682
2025
Q1
$107K Buy
322
+56
+21% +$18.5K ﹤0.01% 743
2024
Q4
$111K Buy
266
+20
+8% +$8.38K ﹤0.01% 671
2024
Q3
$105K Sell
246
-6
-2% -$2.57K ﹤0.01% 690
2024
Q2
$92.1K Sell
252
-98
-28% -$35.8K ﹤0.01% 706
2024
Q1
$145K Sell
350
-309
-47% -$128K ﹤0.01% 629
2023
Q4
$217K Sell
659
-321
-33% -$106K ﹤0.01% 564
2023
Q3
$307K Hold
980
﹤0.01% 480
2023
Q2
$325K Hold
980
﹤0.01% 479
2023
Q1
$238K Sell
980
-63
-6% -$15.3K ﹤0.01% 539
2022
Q4
$245K Buy
1,043
+227
+28% +$53.3K ﹤0.01% 539
2022
Q3
$182K Sell
816
-74
-8% -$16.5K ﹤0.01% 621
2022
Q2
$159K Hold
890
﹤0.01% 667
2022
Q1
$163K Hold
890
﹤0.01% 688
2021
Q4
$186K Buy
+890
New +$186K ﹤0.01% 677