Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
3,029
+328
+12% +$41.4K 0.01% 976
2025
Q1
$354K Hold
2,701
0.01% 901
2024
Q4
$354K Buy
2,701
+240
+10% +$31.5K 0.01% 897
2024
Q3
$265K Buy
2,461
+1,306
+113% +$140K 0.01% 993
2024
Q2
$123K Buy
1,155
+324
+39% +$34.4K ﹤0.01% 1238
2024
Q1
$101K Buy
831
+699
+530% +$85.3K ﹤0.01% 1271
2023
Q4
$11.6K Buy
+132
New +$11.6K ﹤0.01% 2166