Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Buy
423
+15
+4% +$1.17K 0.02% 232
2025
Q1
$30.1K Buy
408
+29
+8% +$2.14K 0.02% 239
2024
Q4
$30.9K Hold
379
0.02% 228
2024
Q3
$26.4K Buy
379
+145
+62% +$10.1K 0.02% 263
2024
Q2
$13.9K Buy
234
+109
+87% +$6.45K 0.01% 369
2024
Q1
$8.17K Buy
125
+25
+25% +$1.63K 0.01% 477
2023
Q4
$7.19K Buy
+100
New +$7.19K 0.01% 484