Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Buy
2,706
+326
+14% +$73.8K 0.16% 123
2025
Q1
$395K Buy
2,380
+250
+12% +$41.5K 0.11% 166
2024
Q4
$421K Sell
2,130
-100
-4% -$19.7K 0.13% 156
2024
Q3
$387K Hold
2,230
0.12% 158
2024
Q2
$388K Buy
2,230
+2,180
+4,360% +$379K 0.13% 155
2024
Q1
$6.8K Buy
+50
New +$6.8K ﹤0.01% 469