Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
26,638
+3,216
+14% +$43.4K ﹤0.01% 568
2025
Q1
$341K Buy
23,422
+3,025
+15% +$44.1K ﹤0.01% 525
2024
Q4
$413K Buy
20,397
+19,361
+1,869% +$392K 0.01% 425
2024
Q3
$14.5K Buy
1,036
+258
+33% +$3.61K ﹤0.01% 2070
2024
Q2
$12.1K Buy
+778
New +$12.1K ﹤0.01% 1862
2023
Q3
Sell
-1
Closed 2021
2023
Q2
$0 Hold
1
﹤0.01% 2022
2023
Q1
$0 Hold
1
﹤0.01% 2292
2022
Q4
$0 Buy
+1
New ﹤0.01% 2220