Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
3,393
+467
+16% +$43.6K 0.03% 194
2025
Q1
$213K Buy
2,926
+223
+8% +$16.2K 0.02% 248
2024
Q4
$163K Sell
2,703
-255
-9% -$15.4K 0.02% 295
2024
Q3
$223K Buy
2,958
+38
+1% +$2.86K 0.02% 316
2024
Q2
$212K Buy
2,920
+188
+7% +$13.7K 0.02% 304
2024
Q1
$210K Buy
2,732
+170
+7% +$13.1K 0.02% 314
2023
Q4
$158K Buy
2,562
+555
+28% +$34.2K 0.02% 345
2023
Q3
$92.3K Buy
2,007
+962
+92% +$44.2K 0.01% 426
2023
Q2
$45.1K Hold
1,045
0.01% 616
2023
Q1
$33.1K Buy
1,045
+166
+19% +$5.26K 0.01% 691
2022
Q4
$21.7K Buy
879
+765
+671% +$18.9K ﹤0.01% 754
2022
Q3
$3K Hold
114
﹤0.01% 1066
2022
Q2
$2K Buy
+114
New +$2K ﹤0.01% 1075