Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
1,744
+60
+4% +$9.7K ﹤0.01% 784
2025
Q1
$180K Buy
1,684
+1,098
+187% +$117K ﹤0.01% 855
2024
Q4
$72.3K Buy
586
+6
+1% +$740 ﹤0.01% 1086
2024
Q3
$82.9K Buy
580
+212
+58% +$30.3K ﹤0.01% 1069
2024
Q2
$60.2K Buy
368
+158
+75% +$25.9K ﹤0.01% 1121
2024
Q1
$24.6K Buy
+210
New +$24.6K ﹤0.01% 905