Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
1,865
+1,367
+274% +$286K 0.08% 203
2025
Q1
$84.9K Sell
498
-532
-52% -$90.7K 0.02% 569
2024
Q4
$182K Buy
1,030
+342
+50% +$60.5K 0.03% 254
2024
Q3
$105K Buy
688
+77
+13% +$11.7K 0.03% 398
2024
Q2
$111K Buy
611
+248
+68% +$45.1K 0.03% 290
2024
Q1
$70.1K Buy
363
+47
+15% +$9.07K 0.01% 288
2023
Q4
$82.4K Buy
316
+254
+410% +$66.2K 0.01% 174
2023
Q3
$11.9K Buy
+62
New +$11.9K ﹤0.01% 815
2023
Q2
Hold
0
1027
2023
Q1
Hold
0
975
2022
Q4
Hold
0
883