Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
2,229
+321
+17% +$33.1K ﹤0.01% 717
2025
Q1
$177K Buy
1,908
+594
+45% +$55K ﹤0.01% 757
2024
Q4
$123K Buy
1,314
+320
+32% +$29.9K ﹤0.01% 855
2024
Q3
$97.3K Buy
994
+650
+189% +$63.6K ﹤0.01% 1238
2024
Q2
$42.3K Buy
344
+174
+102% +$21.4K ﹤0.01% 1314
2024
Q1
$20.9K Buy
170
+142
+507% +$17.5K ﹤0.01% 1214
2023
Q4
$3K Sell
28
-79
-74% -$8.46K ﹤0.01% 1977
2023
Q3
$14K Sell
107
-2
-2% -$262 ﹤0.01% 1283
2023
Q2
$14K Sell
109
-19
-15% -$2.44K ﹤0.01% 1178
2023
Q1
$18K Buy
128
+14
+12% +$1.97K ﹤0.01% 1391
2022
Q4
$11K Buy
114
+89
+356% +$8.59K ﹤0.01% 1492
2022
Q3
$2K Hold
25
﹤0.01% 1745
2022
Q2
$4K Buy
+25
New +$4K ﹤0.01% 1476