Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$831K Buy
8,903
+1,786
+25% +$167K 0.32% 57
2025
Q1
$519K Buy
7,117
+4,675
+191% +$341K 0.22% 71
2024
Q4
$147K Buy
+2,442
New +$147K 0.06% 137
2024
Q3
Sell
-48
Closed -$3.49K 385
2024
Q2
$3.49K Hold
48
﹤0.01% 378
2024
Q1
$3.7K Hold
48
﹤0.01% 424
2023
Q4
$2.96K Hold
48
﹤0.01% 439
2023
Q3
$2.21K Buy
+48
New +$2.21K ﹤0.01% 439
2022
Q4
Sell
-284
Closed -$8K 394
2022
Q3
$8K Hold
284
0.01% 319
2022
Q2
$6K Hold
284
﹤0.01% 351
2022
Q1
$10K Buy
+284
New +$10K 0.01% 325