Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
230,971
+2,081
+0.9% +$14.2K 0.57% 66
2025
Q1
$902K Buy
228,890
+6,814
+3% +$26.8K 0.34% 105
2024
Q4
$813K Sell
222,076
-1,937
-0.9% -$7.09K 0.31% 114
2024
Q3
$739K Sell
224,013
-721
-0.3% -$2.38K 0.29% 111
2024
Q2
$793K Buy
224,734
+120,098
+115% +$424K 0.32% 109
2024
Q1
$819K Buy
104,636
+12,228
+13% +$95.7K 0.33% 106
2023
Q4
$960K Buy
92,408
+91,658
+12,221% +$952K 0.4% 96
2023
Q3
$9.19K Hold
750
﹤0.01% 196
2023
Q2
$13.8K Hold
750
0.01% 195
2023
Q1
$12.2K Buy
+750
New +$12.2K 0.01% 224