Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$831K Buy
3,085
+57
+2% +$15.4K 0.39% 67
2025
Q1
$768K Buy
3,028
+376
+14% +$95.3K 0.39% 73
2024
Q4
$621K Buy
2,652
+297
+13% +$69.6K 0.29% 81
2024
Q3
$601K Buy
2,355
+243
+12% +$62K 0.28% 92
2024
Q2
$503K Buy
2,112
+1,762
+503% +$419K 0.24% 103
2024
Q1
$80.8K Hold
350
0.04% 211
2023
Q4
$69.4K Hold
350
0.04% 215
2023
Q3
$59.3K Buy
350
+320
+1,067% +$54.2K 0.03% 225
2023
Q2
$5.6K Hold
30
﹤0.01% 364
2023
Q1
$4.97K Hold
30
﹤0.01% 395
2022
Q4
$4.37K Hold
30
﹤0.01% 367
2022
Q3
$4K Hold
30
﹤0.01% 379
2022
Q2
$5K Hold
30
﹤0.01% 353
2022
Q1
$5K Buy
+30
New +$5K ﹤0.01% 361
2021
Q1
Sell
-3
Closed -$1K 397
2020
Q4
$1K Buy
+3
New +$1K ﹤0.01% 407