Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
4,810
+1,276
+36% +$94.2K 0.02% 606
2025
Q1
$217K Buy
3,534
+417
+13% +$25.6K 0.02% 724
2024
Q4
$174K Sell
3,117
-22
-0.7% -$1.23K 0.01% 766
2024
Q3
$227K Buy
3,139
+1,173
+60% +$84.8K 0.02% 563
2024
Q2
$115K Buy
1,966
+1,545
+367% +$90.4K 0.02% 707
2024
Q1
$23.8K Buy
421
+272
+183% +$15.4K ﹤0.01% 1523
2023
Q4
$7.29K Buy
+149
New +$7.29K ﹤0.01% 2061