Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
+55,877
New +$226K ﹤0.01% 985
2025
Q1
Sell
-40,620
Closed -$260K 1817
2024
Q4
$260K Buy
40,620
+115
+0.3% +$736 0.01% 920
2024
Q3
$205K Sell
40,505
-76,657
-65% -$387K ﹤0.01% 1291
2024
Q2
$437K Buy
117,162
+48,831
+71% +$182K 0.01% 847
2024
Q1
$279K Sell
68,331
-2,280
-3% -$9.33K 0.01% 949
2023
Q4
$277K Buy
70,611
+38,938
+123% +$153K 0.01% 812
2023
Q3
$112K Buy
+31,673
New +$112K ﹤0.01% 1032
2023
Q2
Sell
-17,670
Closed -$67.7K 1549
2023
Q1
$67.7K Buy
+17,670
New +$67.7K ﹤0.01% 970