Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
8,468
+2,473
+41% +$112K ﹤0.01% 547
2025
Q1
$282K Buy
5,995
+900
+18% +$42.3K ﹤0.01% 586
2024
Q4
$287K Buy
5,095
+1,929
+61% +$109K ﹤0.01% 540
2024
Q3
$157K Buy
3,166
+488
+18% +$24.3K ﹤0.01% 989
2024
Q2
$156K Buy
2,678
+9
+0.3% +$525 ﹤0.01% 804
2024
Q1
$156K Buy
2,669
+748
+39% +$43.6K ﹤0.01% 588
2023
Q4
$88K Sell
1,921
-101
-5% -$4.63K ﹤0.01% 732
2023
Q3
$103K Buy
2,022
+1,711
+550% +$87.2K ﹤0.01% 609
2023
Q2
$11K Sell
311
-3,629
-92% -$128K ﹤0.01% 1273
2023
Q1
$179K Buy
3,940
+3,790
+2,527% +$172K ﹤0.01% 580
2022
Q4
$8K Hold
150
﹤0.01% 1590
2022
Q3
$8K Hold
150
﹤0.01% 1416
2022
Q2
$8K Buy
+150
New +$8K ﹤0.01% 1281