Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
7,516
+5,929
+374% +$172K 0.02% 135
2025
Q1
$44.9K Buy
1,587
+23
+1% +$650 ﹤0.01% 265
2024
Q4
$35.6K Hold
1,564
﹤0.01% 253
2024
Q3
$34.4K Buy
1,564
+181
+13% +$3.98K ﹤0.01% 240
2024
Q2
$26.4K Hold
1,383
﹤0.01% 248
2024
Q1
$24.3K Sell
1,383
-297
-18% -$5.23K ﹤0.01% 262
2023
Q4
$28.2K Buy
1,680
+297
+21% +$4.98K ﹤0.01% 243
2023
Q3
$20.8K Buy
+1,383
New +$20.8K ﹤0.01% 229
2023
Q2
Sell
-2,176
Closed -$41.9K 322
2023
Q1
$41.9K Buy
+2,176
New +$41.9K ﹤0.01% 212