Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,951
Closed -$13.4K 1532
2025
Q1
$13.4K Buy
18,951
+489
+3% +$345 ﹤0.01% 1436
2024
Q4
$14.9K Buy
18,462
+1,711
+10% +$1.38K ﹤0.01% 1437
2024
Q3
$16.6K Buy
16,751
+890
+6% +$883 ﹤0.01% 1383
2024
Q2
$24.6K Buy
+15,861
New +$24.6K ﹤0.01% 1302
2023
Q2
Sell
-12,360
Closed -$10.5K 1281
2023
Q1
$10.5K Hold
12,360
﹤0.01% 1230
2022
Q4
$16.1K Buy
12,360
+382
+3% +$497 ﹤0.01% 1220
2022
Q3
$21K Buy
11,978
+452
+4% +$792 ﹤0.01% 1180
2022
Q2
$26K Buy
+11,526
New +$26K ﹤0.01% 1173
2021
Q3
Sell
-10,111
Closed -$81K 1214
2021
Q2
$81K Buy
+10,111
New +$81K ﹤0.01% 1219