Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Buy
569
+484
+569% +$434K ﹤0.01% 156
2025
Q1
$57.8K Buy
85
+2
+2% +$1.36K ﹤0.01% 261
2024
Q4
$52.3K Buy
+83
New +$52.3K ﹤0.01% 292
2024
Q3
Sell
-348
Closed -$287K 709
2024
Q2
$287K Buy
348
+170
+96% +$140K ﹤0.01% 157
2024
Q1
$124K Buy
+178
New +$124K ﹤0.01% 173
2023
Q1
Sell
-9
Closed -$3K 292
2022
Q4
$3K Buy
+9
New +$3K ﹤0.01% 163
2022
Q2
Sell
-300
Closed -$109K 288
2022
Q1
$109K Buy
+300
New +$109K ﹤0.01% 96
2021
Q3
Sell
-49
Closed -$16K 622
2021
Q2
$16K Buy
+49
New +$16K ﹤0.01% 245