Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
9,589
+4,405
+85% +$744K ﹤0.01% 2736
2025
Q1
$799K Buy
5,184
+16
+0.3% +$2.47K ﹤0.01% 2919
2024
Q4
$878K Buy
5,168
+1,145
+28% +$194K ﹤0.01% 2959
2024
Q3
$699K Buy
4,023
+1,034
+35% +$180K ﹤0.01% 3035
2024
Q2
$514K Sell
2,989
-42
-1% -$7.22K ﹤0.01% 3188
2024
Q1
$790K Buy
3,031
+903
+42% +$235K ﹤0.01% 2862
2023
Q4
$425K Buy
+2,128
New +$425K ﹤0.01% 3135
2023
Q3
Sell
-1,161
Closed -$240K 3606
2023
Q2
$240K Buy
+1,161
New +$240K ﹤0.01% 3281