Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$188K Buy
4,386
+704
+19% +$30.3K ﹤0.01% 1204
2025
Q1
$105K Buy
3,682
+929
+34% +$26.4K ﹤0.01% 1203
2024
Q4
$116K Buy
2,753
+363
+15% +$15.3K ﹤0.01% 1192
2024
Q3
$20.9K Buy
2,390
+2,000
+513% +$17.5K ﹤0.01% 1886
2024
Q2
$2.9K Buy
390
+98
+34% +$728 ﹤0.01% 2763
2024
Q1
$2.92K Sell
292
-446
-60% -$4.46K ﹤0.01% 2651
2023
Q4
$9.14K Hold
738
﹤0.01% 2016
2023
Q3
$11K Hold
738
﹤0.01% 1807
2023
Q2
$9.99K Buy
738
+142
+24% +$1.92K ﹤0.01% 1860
2023
Q1
$3.67K Buy
+596
New +$3.67K ﹤0.01% 2156