Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
7,872
-3,682
-32% -$510K ﹤0.01% 535
2025
Q1
$1.85M Sell
11,554
-7,566
-40% -$1.21M 0.01% 476
2024
Q4
$2.54M Buy
19,120
+2,986
+19% +$397K 0.01% 385
2024
Q3
$2.19M Buy
16,134
+1,621
+11% +$220K 0.01% 491
2024
Q2
$2.14M Buy
14,513
+1,279
+10% +$189K 0.01% 469
2024
Q1
$2.02M Buy
+13,234
New +$2.02M 0.01% 488
2023
Q4
Sell
-1,327
Closed -$203K 749
2023
Q3
$203K Buy
+1,327
New +$203K ﹤0.01% 717