Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Buy
1,317
+59
+5% +$8.18K ﹤0.01% 1435
2025
Q1
$203K Buy
1,258
+126
+11% +$20.3K 0.01% 1220
2024
Q4
$151K Buy
1,132
+68
+6% +$9.05K 0.01% 1126
2024
Q3
$144K Buy
1,064
+118
+12% +$16K 0.01% 1139
2024
Q2
$140K Buy
946
+74
+8% +$11K 0.01% 990
2024
Q1
$135K Buy
872
+89
+11% +$13.8K 0.01% 844
2023
Q4
$113K Buy
783
+363
+86% +$52.3K 0.01% 756
2023
Q3
$64.3K Buy
420
+256
+156% +$39.2K 0.01% 701
2023
Q2
$22.3K Buy
164
+10
+6% +$1.36K ﹤0.01% 963
2023
Q1
$20.4K Buy
154
+6
+4% +$794 0.01% 896
2022
Q4
$21K Buy
+148
New +$21K 0.01% 719