Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Sell
29,929
-5,895
-16% -$34.4K ﹤0.01% 1349
2025
Q1
$148K Buy
35,824
+1,510
+4% +$6.22K ﹤0.01% 1309
2024
Q4
$130K Buy
34,314
+3,546
+12% +$13.4K ﹤0.01% 1335
2024
Q3
$151K Buy
30,768
+1,189
+4% +$5.85K ﹤0.01% 1280
2024
Q2
$162K Buy
29,579
+910
+3% +$4.99K ﹤0.01% 1203
2024
Q1
$171K Sell
28,669
-525
-2% -$3.13K ﹤0.01% 1207
2023
Q4
$204K Buy
29,194
+247
+0.9% +$1.72K ﹤0.01% 1158
2023
Q3
$173K Buy
28,947
+112
+0.4% +$670 ﹤0.01% 1135
2023
Q2
$140K Buy
28,835
+4,019
+16% +$19.6K ﹤0.01% 1173
2023
Q1
$113K Hold
24,816
﹤0.01% 1154
2022
Q4
$152K Buy
24,816
+376
+2% +$2.3K ﹤0.01% 1136
2022
Q3
$174K Buy
24,440
+1,107
+5% +$7.88K ﹤0.01% 1090
2022
Q2
$189K Buy
+23,333
New +$189K ﹤0.01% 1099