Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
4,034
+701
+21% +$95.3K 0.08% 65
2025
Q1
$442K Buy
3,333
+1,740
+109% +$231K 0.08% 73
2024
Q4
$180K Sell
1,593
-1,740
-52% -$197K 0.03% 82
2024
Q3
$380K Sell
3,333
-3,407
-51% -$388K 0.06% 86
2024
Q2
$700K Buy
6,740
+1,740
+35% +$181K 0.13% 63
2024
Q1
$568K Hold
5,000
0.16% 49
2023
Q4
$550K Buy
5,000
+4,936
+7,713% +$543K 0.24% 42
2023
Q3
$6.19K Hold
64
﹤0.01% 150
2023
Q2
$6.93K Buy
+64
New +$6.93K ﹤0.01% 154