Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$933K Buy
2,937
+379
+15% +$120K 0.35% 46
2025
Q1
$663K Buy
2,558
+446
+21% +$116K 0.27% 60
2024
Q4
$853K Buy
2,112
+176
+9% +$71.1K 0.35% 46
2024
Q3
$507K Buy
1,936
+1,876
+3,127% +$491K 0.2% 78
2024
Q2
$11.9K Hold
60
﹤0.01% 174
2024
Q1
$10.5K Hold
60
﹤0.01% 191
2023
Q4
$14.9K Hold
60
0.01% 177
2023
Q3
$15K Buy
+60
New +$15K 0.01% 176