Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Sell
5,991
-396
-6% -$29.5K 0.03% 368
2025
Q1
$433K Buy
6,387
+239
+4% +$16.2K 0.03% 344
2024
Q4
$381K Buy
6,148
+347
+6% +$21.5K 0.03% 362
2024
Q3
$378K Buy
5,801
+326
+6% +$21.2K 0.03% 380
2024
Q2
$294K Buy
5,475
+5,425
+10,850% +$291K 0.02% 446
2024
Q1
$2.64K Buy
+50
New +$2.64K ﹤0.01% 263
2023
Q3
Sell
-4,749
Closed -$212K 106
2023
Q2
$212K Sell
4,749
-31
-0.6% -$1.39K 0.05% 103
2023
Q1
$212K Buy
+4,780
New +$212K 0.06% 100