Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$990K Buy
27,037
+8,595
+47% +$315K ﹤0.01% 2667
2025
Q1
$777K Sell
18,442
-7,770
-30% -$327K ﹤0.01% 2589
2024
Q4
$1.71M Buy
26,212
+13,775
+111% +$896K ﹤0.01% 2313
2024
Q3
$767K Buy
12,437
+9,854
+381% +$608K ﹤0.01% 2769
2024
Q2
$194K Buy
+2,583
New +$194K ﹤0.01% 3068