Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
7,468
+137
+2% +$5.89K 0.01% 960
2025
Q1
$162K Buy
7,331
+2,038
+39% +$45K ﹤0.01% 1203
2024
Q4
$221K Buy
5,293
+1,127
+27% +$47.1K 0.01% 995
2024
Q3
$36.4K Hold
4,166
﹤0.01% 1813
2024
Q2
$29.3K Hold
4,166
﹤0.01% 1785
2024
Q1
$41.6K Buy
4,166
+1,166
+39% +$11.6K ﹤0.01% 1614
2023
Q4
$37.2K Hold
3,000
﹤0.01% 1589
2023
Q3
$44.6K Buy
3,000
+68
+2% +$1.01K ﹤0.01% 1402
2023
Q2
$39.7K Buy
2,932
+1,932
+193% +$26.1K ﹤0.01% 1460
2023
Q1
$6.15K Hold
1,000
﹤0.01% 2206
2022
Q4
$3.45K Buy
+1,000
New +$3.45K ﹤0.01% 2353