Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
3,367
+214
+7% +$15.4K ﹤0.01% 702
2025
Q1
$187K Buy
3,153
+888
+39% +$52.6K ﹤0.01% 744
2024
Q4
$209K Buy
2,265
+1,224
+118% +$113K ﹤0.01% 635
2024
Q3
$85.2K Hold
1,041
﹤0.01% 1306
2024
Q2
$86.4K Buy
1,041
+199
+24% +$16.5K ﹤0.01% 1031
2024
Q1
$69.8K Buy
842
+743
+751% +$61.6K ﹤0.01% 809
2023
Q4
$6K Buy
+99
New +$6K ﹤0.01% 1784
2023
Q1
Sell
-14
Closed -$1K 2561
2022
Q4
$1K Buy
14
+10
+250% +$714 ﹤0.01% 2117
2022
Q3
$0 Buy
+4
New ﹤0.01% 2271