Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
9,140
+4,076
+80% +$175K ﹤0.01% 1624
2025
Q1
$112K Sell
5,064
-48
-0.9% -$1.06K ﹤0.01% 2338
2024
Q4
$214K Buy
5,112
+3,512
+220% +$147K ﹤0.01% 1995
2024
Q3
$14K Buy
1,600
+1,000
+167% +$8.74K ﹤0.01% 3237
2024
Q2
$4.22K Hold
600
﹤0.01% 3551
2024
Q1
$5.99K Hold
600
﹤0.01% 3472
2023
Q4
$7.43K Hold
600
﹤0.01% 3403
2023
Q3
$8.93K Hold
600
﹤0.01% 3207
2023
Q2
$8.12K Hold
600
﹤0.01% 3305
2023
Q1
$3.69K Buy
600
+200
+50% +$1.23K ﹤0.01% 3602
2022
Q4
$1.38K Hold
400
﹤0.01% 3842
2022
Q3
$2K Hold
400
﹤0.01% 3810
2022
Q2
$2K Sell
400
-500
-56% -$2.5K ﹤0.01% 3815
2022
Q1
$11K Buy
900
+150
+20% +$1.83K ﹤0.01% 3321
2021
Q4
$13K Buy
+750
New +$13K ﹤0.01% 3301