Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
2,591
+195
+8% +$20.4K ﹤0.01% 1714
2025
Q1
$239K Sell
2,396
-770
-24% -$76.9K ﹤0.01% 1739
2024
Q4
$346K Hold
3,166
﹤0.01% 1627
2024
Q3
$364K Sell
3,166
-119
-4% -$13.7K ﹤0.01% 1637
2024
Q2
$328K Sell
3,285
-140
-4% -$14K ﹤0.01% 1653
2024
Q1
$378K Buy
3,425
+50
+1% +$5.52K ﹤0.01% 1645
2023
Q4
$362K Hold
3,375
﹤0.01% 1684
2023
Q3
$332K Sell
3,375
-185
-5% -$18.2K ﹤0.01% 1668
2023
Q2
$375K Hold
3,560
﹤0.01% 1626
2023
Q1
$343K Hold
3,560
﹤0.01% 1650
2022
Q4
$307K Hold
3,560
﹤0.01% 1706
2022
Q3
$268K Buy
3,560
+200
+6% +$15.1K ﹤0.01% 1727
2022
Q2
$268K Sell
3,360
-40
-1% -$3.19K ﹤0.01% 1756
2022
Q1
$271K Hold
3,400
﹤0.01% 1838
2021
Q4
$301K Buy
+3,400
New +$301K ﹤0.01% 1822