Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$562K Buy
6,098
+1,794
+42% +$165K 0.12% 151
2025
Q1
$314K Buy
4,304
+3,616
+526% +$264K 0.08% 200
2024
Q4
$41.5K Buy
688
+37
+6% +$2.23K 0.01% 600
2024
Q3
$48.9K Buy
651
+383
+143% +$28.8K 0.01% 521
2024
Q2
$19K Buy
268
+234
+688% +$16.6K ﹤0.01% 1085
2024
Q1
$2.6K Sell
34
-149
-81% -$11.4K ﹤0.01% 386
2023
Q4
$11.3K Sell
183
-119
-39% -$7.32K ﹤0.01% 746
2023
Q3
$13.9K Buy
302
+2
+0.7% +$92 ﹤0.01% 769
2023
Q2
$12.9K Buy
+300
New +$12.9K ﹤0.01% 937