Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
1,957
+373
+24% +$78.3K ﹤0.01% 520
2025
Q1
$278K Buy
1,584
+403
+34% +$70.7K ﹤0.01% 589
2024
Q4
$275K Buy
1,181
+254
+27% +$59.1K ﹤0.01% 556
2024
Q3
$232K Buy
927
+389
+72% +$97.2K ﹤0.01% 790
2024
Q2
$193K Buy
538
+113
+27% +$40.5K ﹤0.01% 727
2024
Q1
$152K Buy
425
+342
+412% +$123K ﹤0.01% 594
2023
Q4
$28K Buy
83
+75
+938% +$25.3K ﹤0.01% 1163
2023
Q3
$3K Buy
8
+5
+167% +$1.88K ﹤0.01% 1755
2023
Q2
$1K Sell
3
-2
-40% -$667 ﹤0.01% 1880
2023
Q1
$1K Sell
5
-4
-44% -$800 ﹤0.01% 2173
2022
Q4
$2K Sell
9
-5
-36% -$1.11K ﹤0.01% 1938
2022
Q3
$4K Buy
14
+12
+600% +$3.43K ﹤0.01% 1629
2022
Q2
$0 Buy
+2
New ﹤0.01% 1956