Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
1,241
+143
+13% +$14.4K 0.01% 986
2025
Q1
$115K Buy
1,098
+1,097
+109,700% +$115K 0.01% 950
2024
Q4
$143 Sell
1
-981
-100% -$140K 0.01% 850
2024
Q3
$137K Buy
982
+303
+45% +$42.3K 0.01% 895
2024
Q2
$85K Buy
679
+276
+68% +$34.6K 0.01% 989
2024
Q1
$59K Sell
403
-383
-49% -$56.1K 0.01% 1089
2023
Q4
$114K Buy
786
+1
+0.1% +$145 0.01% 904
2023
Q3
$117K Buy
+785
New +$117K 0.01% 886