Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$713K Buy
20,376
+11,368
+126% +$398K ﹤0.01% 3008
2025
Q1
$342K Sell
9,008
-9,929
-52% -$377K ﹤0.01% 3177
2024
Q4
$973K Buy
18,937
+2,956
+18% +$152K ﹤0.01% 2923
2024
Q3
$818K Buy
15,981
+2,688
+20% +$138K ﹤0.01% 2984
2024
Q2
$609K Buy
13,293
+3,559
+37% +$163K ﹤0.01% 3110
2024
Q1
$461K Buy
9,734
+2,584
+36% +$122K ﹤0.01% 3059
2023
Q4
$340K Buy
7,150
+2,642
+59% +$126K ﹤0.01% 3193
2023
Q3
$201K Buy
+4,508
New +$201K ﹤0.01% 3288