Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
2,715
+431
+19% +$67.8K 0.04% 115
2025
Q1
$248K Buy
2,284
+5
+0.2% +$542 0.03% 136
2024
Q4
$306K Buy
2,279
+1
+0% +$134 0.03% 123
2024
Q3
$277K Sell
2,278
-542
-19% -$65.8K 0.03% 134
2024
Q2
$348K Buy
2,820
+940
+50% +$116K 0.04% 121
2024
Q1
$170K Buy
1,880
+1,140
+154% +$103K 0.01% 202
2023
Q4
$32.2K Hold
740
﹤0.01% 358
2023
Q3
$32.2K Buy
+740
New +$32.2K ﹤0.01% 358