Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
1,598
+660
+70% +$62.7K 0.01% 1103
2025
Q1
$82.8K Buy
938
+344
+58% +$30.3K 0.01% 1413
2024
Q4
$56.3K Buy
594
+68
+13% +$6.44K ﹤0.01% 1563
2024
Q3
$57.4K Buy
526
+50
+11% +$5.46K 0.01% 1386
2024
Q2
$54.4K Buy
476
+38
+9% +$4.34K 0.01% 1134
2024
Q1
$63.5K Buy
438
+16
+4% +$2.32K 0.01% 881
2023
Q4
$56.1K Buy
+422
New +$56.1K 0.02% 835