Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$856K Buy
3,924
+1,195
+44% +$261K 0.01% 337
2025
Q1
$371K Buy
2,729
+1,071
+65% +$146K 0.01% 435
2024
Q4
$239K Buy
1,658
+1,320
+391% +$190K ﹤0.01% 470
2024
Q3
$40.5K Hold
338
﹤0.01% 737
2024
Q2
$36.8K Sell
338
-77
-19% -$8.38K ﹤0.01% 715
2024
Q1
$55.6K Sell
415
-85
-17% -$11.4K ﹤0.01% 639
2023
Q4
$63.7K Hold
500
﹤0.01% 628
2023
Q3
$63.4K Buy
+500
New +$63.4K ﹤0.01% 685
2023
Q2
Sell
-101
Closed -$8.9K 1207
2023
Q1
$8.9K Hold
101
﹤0.01% 961
2022
Q4
$6.89K Hold
101
﹤0.01% 949
2022
Q3
$6K Buy
+101
New +$6K ﹤0.01% 981
2020
Q4
Sell
-44
Closed -$2K 1127
2020
Q3
$2K Buy
+44
New +$2K ﹤0.01% 1025