Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Buy
171,347
+61,700
+56% +$180K ﹤0.01% 380
2025
Q1
$311K Buy
109,647
+13,980
+15% +$39.7K ﹤0.01% 412
2024
Q4
$276K Buy
95,667
+34,562
+57% +$99.5K ﹤0.01% 401
2024
Q3
$214K Sell
61,105
-16,447
-21% -$57.6K ﹤0.01% 424
2024
Q2
$256K Buy
77,552
+18,787
+32% +$62K ﹤0.01% 374
2024
Q1
$180K Buy
58,765
+19,751
+51% +$60.6K ﹤0.01% 409
2023
Q4
$158K Buy
39,014
+925
+2% +$3.74K ﹤0.01% 404
2023
Q3
$151K Buy
+38,089
New +$151K ﹤0.01% 415