Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Buy
18,152
+6,551
+56% +$187K 0.01% 873
2025
Q1
$310K Buy
11,601
+3,689
+47% +$98.5K ﹤0.01% 1074
2024
Q4
$239K Sell
7,912
-2,300
-23% -$69.6K ﹤0.01% 1318
2024
Q3
$256K Buy
+10,212
New +$256K ﹤0.01% 1311