Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$609K Buy
11,832
+1,260
+12% +$64.9K 0.02% 381
2025
Q1
$566K Sell
10,572
-1,063
-9% -$56.9K 0.03% 369
2024
Q4
$557K Buy
11,635
+11,509
+9,134% +$551K 0.03% 328
2024
Q3
$5.58K Buy
126
+3
+2% +$133 ﹤0.01% 1643
2024
Q2
$5.24K Sell
123
-28
-19% -$1.19K ﹤0.01% 1431
2024
Q1
$6.26K Buy
151
+4
+3% +$166 ﹤0.01% 1142
2023
Q4
$5.42K Buy
147
+3
+2% +$111 ﹤0.01% 1163
2023
Q3
$5.12K Hold
144
﹤0.01% 1170
2023
Q2
$4.89K Hold
144
﹤0.01% 1109
2023
Q1
$4.96K Buy
+144
New +$4.96K ﹤0.01% 1089