Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$580K Buy
3,882
+149
+4% +$22.3K 0.11% 150
2025
Q1
$548K Buy
3,733
+424
+13% +$62.3K 0.11% 135
2024
Q4
$427K Buy
3,309
+21
+0.6% +$2.71K 0.08% 141
2024
Q3
$449K Buy
3,288
+3,138
+2,092% +$429K 0.08% 135
2024
Q2
$15.3K Sell
150
-4,092
-96% -$418K ﹤0.01% 259
2024
Q1
$376K Buy
4,242
+3,883
+1,082% +$344K 0.07% 148
2023
Q4
$32.8K Buy
359
+180
+101% +$16.4K 0.01% 193
2023
Q3
$14K Buy
+179
New +$14K ﹤0.01% 200
2020
Q3
$24K Buy
+179
New +$24K ﹤0.01% 240