Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
4,018
+107
+3% +$11.2K 0.05% 390
2025
Q1
$390K Buy
3,911
+3,680
+1,593% +$367K 0.05% 374
2024
Q4
$25.3K Sell
231
-4,640
-95% -$507K ﹤0.01% 1513
2024
Q3
$561K Buy
4,871
+80
+2% +$9.22K 0.08% 161
2024
Q2
$478K Buy
4,791
+4,191
+699% +$418K 0.08% 139
2024
Q1
$66.3K Sell
600
-1,400
-70% -$155K 0.01% 1207
2023
Q4
$215K Buy
+2,000
New +$215K 0.04% 510
2023
Q1
Sell
-1,421
Closed -$122K 1656
2022
Q4
$122K Buy
1,421
+215
+18% +$18.5K 0.04% 637
2022
Q3
$91K Buy
+1,206
New +$91K 0.04% 656