Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$481K Buy
47,295
+15,511
+49% +$158K ﹤0.01% 3056
2025
Q1
$219K Sell
31,784
-20,478
-39% -$141K ﹤0.01% 3282
2024
Q4
$536K Buy
52,262
+9,761
+23% +$100K ﹤0.01% 3009
2024
Q3
$447K Sell
42,501
-46,706
-52% -$491K ﹤0.01% 3059
2024
Q2
$1.09M Buy
89,207
+36,957
+71% +$452K ﹤0.01% 2076
2024
Q1
$1.01M Buy
52,250
+16,282
+45% +$314K ﹤0.01% 2399
2023
Q4
$626K Buy
35,968
+31,147
+646% +$542K ﹤0.01% 2878
2023
Q3
$90K Sell
4,821
-5,179
-52% -$96.7K ﹤0.01% 3366
2023
Q2
$237K Buy
+10,000
New +$237K ﹤0.01% 3004