Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Buy
6,939
+172
+3% +$48K 0.66% 37
2025
Q1
$2.11M Buy
6,767
+6,758
+75,089% +$2.11M 0.79% 27
2024
Q4
$2.35K Buy
+9
New +$2.35K ﹤0.01% 377
2024
Q3
Sell
-100
Closed -$31.2K 364
2024
Q2
$31.2K Buy
+100
New +$31.2K 0.01% 312
2024
Q1
Sell
-100
Closed -$28.8K 362
2023
Q4
$28.8K Buy
+100
New +$28.8K 0.01% 304
2023
Q1
Sell
-567
Closed -$149K 228
2022
Q4
$149K Hold
567
0.14% 92
2022
Q3
$128K Hold
567
0.13% 98
2022
Q2
$138K Sell
567
-175
-24% -$42.6K 0.15% 92
2022
Q1
$179K Buy
742
+210
+39% +$50.8K 0.18% 85
2021
Q4
$120K Buy
+532
New +$120K 0.12% 106