Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Sell
7,032
-146
-2% -$10.5K 0.11% 152
2025
Q1
$425K Buy
7,178
+6,856
+2,129% +$406K 0.09% 176
2024
Q4
$29.7K Buy
+322
New +$29.7K ﹤0.01% 997
2024
Q2
Sell
-50
Closed -$4.15K 2011
2024
Q1
$4.15K Buy
+50
New +$4.15K ﹤0.01% 1340
2023
Q4
Sell
-158
Closed -$8.59K 1543
2023
Q3
$8.59K Buy
158
+3
+2% +$163 ﹤0.01% 902
2023
Q2
$7.46K Buy
+155
New +$7.46K ﹤0.01% 852