Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$583K Buy
727
+145
+25% +$116K 0.25% 106
2025
Q1
$386K Buy
582
+262
+82% +$174K 0.18% 133
2024
Q4
$222K Buy
320
+282
+742% +$195K 0.11% 168
2024
Q3
$31.7K Hold
38
0.02% 375
2024
Q2
$38.9K Buy
+38
New +$38.9K 0.02% 353
2023
Q3
Sell
-28
Closed -$20.3K 207
2023
Q2
$20.3K Buy
+28
New +$20.3K 0.01% 444