Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$625K Buy
12,993
+1,199
+10% +$57.7K 0.09% 131
2025
Q1
$572K Buy
11,794
+10,969
+1,330% +$532K 0.1% 127
2024
Q4
$40.3K Buy
+825
New +$40.3K 0.01% 674
2023
Q4
Sell
-16
Closed -$910 1928
2023
Q3
$910 Hold
16
﹤0.01% 1552
2023
Q2
$955 Hold
16
﹤0.01% 1615
2023
Q1
$1.02K Buy
+16
New +$1.02K ﹤0.01% 1436
2018
Q1
Sell
-45
Closed -$1K 1489
2017
Q4
$1K Buy
+45
New +$1K ﹤0.01% 1398