Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$858K Buy
6,294
+2,986
+90% +$407K 0.34% 62
2025
Q1
$279K Buy
3,308
+2,168
+190% +$183K 0.11% 121
2024
Q4
$86.2K Sell
1,140
-69
-6% -$5.22K 0.03% 215
2024
Q3
$45K Sell
1,209
-10
-0.8% -$372 0.02% 286
2024
Q2
$32.1K Buy
1,219
+230
+23% +$6.07K 0.01% 285
2024
Q1
$17K Hold
989
0.01% 334
2023
Q4
$17K Buy
+989
New +$17K 0.01% 334