Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$150K Buy
878
+169
+24% +$28.8K ﹤0.01% 680
2025
Q1
$82.7K Buy
709
+217
+44% +$25.3K ﹤0.01% 850
2024
Q4
$67K Buy
492
+113
+30% +$15.4K ﹤0.01% 797
2024
Q3
$46.7K Buy
379
+120
+46% +$14.8K ﹤0.01% 895
2024
Q2
$27.7K Sell
259
-20
-7% -$2.14K ﹤0.01% 966
2024
Q1
$26K Sell
279
-34
-11% -$3.17K ﹤0.01% 992
2023
Q4
$23.7K Sell
313
-92
-23% -$6.97K ﹤0.01% 1014
2023
Q3
$29.1K Buy
405
+75
+23% +$5.4K ﹤0.01% 967
2023
Q2
$38.9K Hold
330
﹤0.01% 907
2023
Q1
$31.2K Hold
330
﹤0.01% 963
2022
Q4
$28K Hold
330
﹤0.01% 996
2022
Q3
$21K Hold
330
﹤0.01% 1099
2022
Q2
$24K Sell
330
-5
-1% -$364 ﹤0.01% 1113
2022
Q1
$29K Hold
335
﹤0.01% 1116
2021
Q4
$30K Buy
+335
New +$30K ﹤0.01% 1145