Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
243,521
-10,180
-4% -$58.3K ﹤0.01% 3108
2025
Q1
$2.51M Sell
253,701
-173,586
-41% -$1.72M ﹤0.01% 2759
2024
Q4
$6.51M Sell
427,287
-9,689
-2% -$148K ﹤0.01% 2155
2024
Q3
$6.51M Buy
436,976
+80,621
+23% +$1.2M ﹤0.01% 2181
2024
Q2
$4.36M Sell
356,355
-14,982
-4% -$183K ﹤0.01% 2415
2024
Q1
$7.16M Sell
371,337
-16,793
-4% -$324K ﹤0.01% 2084
2023
Q4
$8.21M Buy
+388,130
New +$8.21M ﹤0.01% 1947