Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$633K Buy
6,659
+6,019
+940% +$572K 0.13% 117
2025
Q1
$62.3K Buy
+640
New +$62.3K 0.01% 694
2024
Q3
Sell
-257
Closed -$26.5K 1950
2024
Q2
$26.5K Buy
+257
New +$26.5K 0.01% 953
2023
Q3
Sell
-87
Closed -$7.28K 1265
2023
Q2
$7.28K Sell
87
-938
-92% -$78.5K ﹤0.01% 855
2023
Q1
$75K Buy
1,025
+797
+350% +$58.3K 0.02% 119
2022
Q4
$15K Buy
+228
New +$15K ﹤0.01% 416