Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
1,602
+735
+85% +$47.8K 0.02% 535
2025
Q1
$47.7K Buy
867
+6
+0.7% +$330 0.01% 814
2024
Q4
$52.6K Buy
+861
New +$52.6K 0.01% 713
2024
Q3
Sell
-545
Closed -$31.3K 1780
2024
Q2
$31.3K Buy
545
+228
+72% +$13.1K 0.01% 869
2024
Q1
$21.9K Buy
317
+257
+428% +$17.7K ﹤0.01% 836
2023
Q4
$3.94K Buy
+60
New +$3.94K ﹤0.01% 1249