Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
2,146
+785
+58% +$114K ﹤0.01% 506
2025
Q1
$238K Sell
1,361
-14
-1% -$2.45K ﹤0.01% 537
2024
Q4
$288K Buy
1,375
+1,170
+571% +$245K ﹤0.01% 497
2024
Q3
$58.9K Sell
205
-7
-3% -$2.01K ﹤0.01% 825
2024
Q2
$66.5K Sell
212
-59
-22% -$18.5K ﹤0.01% 771
2024
Q1
$91K Buy
+271
New +$91K ﹤0.01% 722
2022
Q3
Sell
-4
Closed -$1K 1860
2022
Q2
$1K Sell
4
-10
-71% -$2.5K ﹤0.01% 1836
2022
Q1
$3K Hold
14
﹤0.01% 1756
2021
Q4
$4K Buy
+14
New +$4K ﹤0.01% 1682