Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Buy
742
+104
+16% +$15K ﹤0.01% 801
2025
Q1
$97K Buy
638
+240
+60% +$36.5K ﹤0.01% 774
2024
Q4
$53.9K Buy
398
+116
+41% +$15.7K ﹤0.01% 891
2024
Q3
$39.2K Buy
282
+136
+93% +$18.9K ﹤0.01% 945
2024
Q2
$17.9K Buy
146
+22
+18% +$2.7K ﹤0.01% 1100
2024
Q1
$19.9K Sell
124
-196
-61% -$31.5K ﹤0.01% 1084
2023
Q4
$47.1K Sell
320
-152
-32% -$22.4K ﹤0.01% 841
2023
Q3
$60.4K Hold
472
﹤0.01% 789
2023
Q2
$69.8K Sell
472
-225
-32% -$33.3K ﹤0.01% 772
2023
Q1
$102K Hold
697
﹤0.01% 688
2022
Q4
$93K Hold
697
﹤0.01% 720
2022
Q3
$89K Sell
697
-26
-4% -$3.32K ﹤0.01% 741
2022
Q2
$91K Hold
723
﹤0.01% 773
2022
Q1
$118K Hold
723
﹤0.01% 747
2021
Q4
$142K Buy
+723
New +$142K ﹤0.01% 735