Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
19,529
+239
+1% +$1.38K ﹤0.01% 1296
2025
Q1
$94K Buy
19,290
+1,220
+7% +$5.95K ﹤0.01% 1283
2024
Q4
$139K Buy
18,070
+7,097
+65% +$54.6K ﹤0.01% 1253
2024
Q3
$63K Sell
10,973
-3,390
-24% -$19.5K ﹤0.01% 1269
2024
Q2
$78K Hold
14,363
﹤0.01% 1266
2024
Q1
$99K Buy
14,363
+574
+4% +$3.96K ﹤0.01% 1235
2023
Q4
$75K Sell
13,789
-1,033
-7% -$5.62K ﹤0.01% 1262
2023
Q3
$50K Buy
14,822
+1,342
+10% +$4.53K ﹤0.01% 1284
2023
Q2
$90K Buy
13,480
+652
+5% +$4.35K ﹤0.01% 1250
2023
Q1
$99K Buy
12,828
+1,843
+17% +$14.2K ﹤0.01% 1240
2022
Q4
$93K Buy
10,985
+607
+6% +$5.14K ﹤0.01% 1263
2022
Q3
$94K Buy
10,378
+1,727
+20% +$15.6K ﹤0.01% 1185
2022
Q2
$67K Buy
+8,651
New +$67K ﹤0.01% 1273