Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
2,571
+116
+5% +$11.7K ﹤0.01% 675
2025
Q1
$261K Buy
2,455
+576
+31% +$61.2K ﹤0.01% 621
2024
Q4
$206K Buy
1,879
+243
+15% +$26.6K ﹤0.01% 645
2024
Q3
$239K Buy
1,636
+635
+63% +$92.7K ﹤0.01% 777
2024
Q2
$144K Buy
1,001
+162
+19% +$23.3K ﹤0.01% 826
2024
Q1
$121K Buy
839
+497
+145% +$71.5K ﹤0.01% 658
2023
Q4
$29K Buy
342
+222
+185% +$18.8K ﹤0.01% 1148
2023
Q3
$14K Buy
120
+15
+14% +$1.75K ﹤0.01% 1287
2023
Q2
$13K Sell
105
-107
-50% -$13.2K ﹤0.01% 1208
2023
Q1
$23K Buy
212
+48
+29% +$5.21K ﹤0.01% 1316
2022
Q4
$11K Buy
+164
New +$11K ﹤0.01% 1498
2022
Q3
Sell
-2
Closed 2131
2022
Q2
$0 Buy
+2
New ﹤0.01% 1909