Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
27,136
+1,367
+5% +$5.28K ﹤0.01% 1406
2025
Q1
$75.2K Buy
25,769
+2,767
+12% +$8.08K ﹤0.01% 1372
2024
Q4
$29K Buy
23,002
+3,689
+19% +$4.65K ﹤0.01% 1426
2024
Q3
$27.4K Buy
19,313
+418
+2% +$594 ﹤0.01% 1372
2024
Q2
$23.4K Buy
18,895
+1,994
+12% +$2.47K ﹤0.01% 1304
2024
Q1
$26.7K Sell
16,901
-240
-1% -$379 ﹤0.01% 1290
2023
Q4
$54.5K Buy
17,141
+235
+1% +$747 ﹤0.01% 1239
2023
Q3
$45.1K Buy
16,906
+5,135
+44% +$13.7K ﹤0.01% 1210
2023
Q2
$24.5K Buy
11,771
+1,097
+10% +$2.28K ﹤0.01% 1251
2023
Q1
$12.9K Hold
10,674
﹤0.01% 1225
2022
Q4
$18.6K Buy
10,674
+627
+6% +$1.09K ﹤0.01% 1217
2022
Q3
$36K Buy
+10,047
New +$36K ﹤0.01% 1161
2021
Q3
Sell
-7,201
Closed -$231K 1201
2021
Q2
$231K Buy
+7,201
New +$231K ﹤0.01% 1137