Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
5,853
+1,821
+45% +$93.8K ﹤0.01% 1191
2025
Q1
$216K Buy
+4,032
New +$216K ﹤0.01% 1220
2024
Q3
Sell
-13,905
Closed -$592K 1286
2024
Q2
$592K Buy
13,905
+1,500
+12% +$63.9K 0.01% 786
2024
Q1
$516K Buy
12,405
+3,350
+37% +$139K 0.01% 789
2023
Q4
$333K Buy
+9,055
New +$333K ﹤0.01% 909