Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.24M Buy
7,890
+68
+0.9% +$27.9K 0.03% 435
2025
Q1
$2.43M Buy
7,822
+242
+3% +$75.2K 0.02% 475
2024
Q4
$2.46M Buy
7,580
+305
+4% +$98.9K 0.02% 475
2024
Q3
$2.05M Sell
7,275
-77
-1% -$21.7K 0.02% 510
2024
Q2
$1.53M Buy
7,352
+5,552
+308% +$1.16M 0.02% 560
2024
Q1
$397K Buy
1,800
+26
+1% +$5.74K ﹤0.01% 1010
2023
Q4
$402K Buy
1,774
+82
+5% +$18.6K ﹤0.01% 997
2023
Q3
$281K Hold
1,692
﹤0.01% 1053
2023
Q2
$242K Buy
+1,692
New +$242K ﹤0.01% 1102