Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$695K Buy
9,690
+230
+2% +$16.5K ﹤0.01% 1708
2025
Q1
$718K Sell
9,460
-96
-1% -$7.28K ﹤0.01% 1672
2024
Q4
$782K Buy
9,556
+1,379
+17% +$113K ﹤0.01% 1695
2024
Q3
$550K Buy
8,177
+1,471
+22% +$99K ﹤0.01% 1841
2024
Q2
$497K Buy
6,706
+2,987
+80% +$221K ﹤0.01% 1851
2024
Q1
$292K Buy
3,719
+563
+18% +$44.2K ﹤0.01% 2129
2023
Q4
$198K Buy
3,156
+2,362
+297% +$148K ﹤0.01% 2251
2023
Q3
$41.2K Buy
+794
New +$41.2K ﹤0.01% 2761