Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Buy
5,716
+1,479
+35% +$125K 0.01% 457
2025
Q1
$248K Buy
4,237
+351
+9% +$20.6K ﹤0.01% 630
2024
Q4
$314K Sell
3,886
-134
-3% -$10.8K ﹤0.01% 513
2024
Q3
$503K Buy
4,020
+1,299
+48% +$163K 0.01% 467
2024
Q2
$228K Buy
2,721
+108
+4% +$9.05K ﹤0.01% 657
2024
Q1
$219K Buy
2,613
+2,206
+542% +$185K ﹤0.01% 469
2023
Q4
$25K Buy
407
+112
+38% +$6.88K ﹤0.01% 1193
2023
Q3
$11K Sell
295
-155
-34% -$5.78K ﹤0.01% 1368
2023
Q2
$13K Hold
450
﹤0.01% 1206
2023
Q1
$10K Hold
450
﹤0.01% 1594
2022
Q4
$10K Hold
450
﹤0.01% 1530
2022
Q3
$11K Hold
450
﹤0.01% 1289
2022
Q2
$14K Buy
+450
New +$14K ﹤0.01% 1086