Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
21,537
+3,400
+19% +$196K 0.01% 520
2025
Q1
$768K Sell
18,137
-900
-5% -$38.1K ﹤0.01% 561
2024
Q4
$830K Sell
19,037
-1
-0% -$44 ﹤0.01% 583
2024
Q3
$860K Hold
19,038
﹤0.01% 584
2024
Q2
$887K Buy
19,038
+7,000
+58% +$326K ﹤0.01% 571
2024
Q1
$701K Hold
12,038
﹤0.01% 605
2023
Q4
$642K Buy
+12,038
New +$642K ﹤0.01% 604