Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
6,715
+504
+8% +$26K 0.01% 1105
2025
Q1
$333K Buy
6,211
+835
+16% +$44.8K 0.01% 992
2024
Q4
$257K Buy
5,376
+1,925
+56% +$92.1K 0.01% 874
2024
Q3
$153K Buy
3,451
+2,751
+393% +$122K 0.01% 1108
2024
Q2
$30K Sell
700
-126
-15% -$5.4K ﹤0.01% 1617
2024
Q1
$34.1K Buy
826
+3
+0.4% +$124 ﹤0.01% 1317
2023
Q4
$30.2K Buy
823
+123
+18% +$4.52K ﹤0.01% 1204
2023
Q3
$24.9K Hold
700
﹤0.01% 1023
2023
Q2
$23.8K Hold
700
0.01% 945
2023
Q1
$24.1K Sell
700
-14
-2% -$482 0.01% 840
2022
Q4
$23.4K Buy
+714
New +$23.4K 0.01% 681