Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Buy
1,638
+655
+67% +$234K 0.17% 81
2025
Q1
$392K Buy
983
+249
+34% +$99.4K 0.13% 91
2024
Q4
$264K Buy
734
+150
+26% +$53.9K 0.09% 99
2024
Q3
$202K Buy
+584
New +$202K 0.07% 117
2023
Q1
Sell
-5
Closed -$1.5K 301
2022
Q4
$1.5K Buy
+5
New +$1.5K ﹤0.01% 298