Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
2,409
+637
+36% +$367K 0.34% 86
2025
Q1
$1M Buy
1,772
+5
+0.3% +$2.83K 0.27% 111
2024
Q4
$1.06M Buy
1,767
+1,719
+3,581% +$1.03M 0.27% 112
2024
Q3
$28K Buy
48
+2
+4% +$1.17K 0.01% 257
2024
Q2
$22.2K Buy
46
+6
+15% +$2.89K 0.01% 272
2024
Q1
$22.4K Hold
40
0.01% 266
2023
Q4
$22.6K Buy
+40
New +$22.6K 0.01% 268