Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Buy
1,949
+1,775
+1,020% +$476K ﹤0.01% 644
2025
Q1
$32.2K Buy
174
+128
+278% +$23.7K ﹤0.01% 1172
2024
Q4
$9.02K Buy
+46
New +$9.02K ﹤0.01% 1432
2023
Q3
Sell
-24
Closed -$2.82K 1774
2023
Q2
$2.82K Hold
24
﹤0.01% 1490
2023
Q1
$2.47K Hold
24
﹤0.01% 1494
2022
Q4
$1.99K Sell
24
-5,136
-100% -$425K ﹤0.01% 1484
2022
Q3
$452K Sell
5,160
-78
-1% -$6.83K 0.01% 534
2022
Q2
$437K Buy
5,238
+140
+3% +$11.7K ﹤0.01% 568
2022
Q1
$545K Buy
5,098
+484
+10% +$51.8K 0.01% 575
2021
Q4
$666K Buy
+4,614
New +$666K 0.01% 549