Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$844K Buy
29,144
+8,071
+38% +$234K ﹤0.01% 1466
2025
Q1
$510K Sell
21,073
-6,187
-23% -$150K ﹤0.01% 1643
2024
Q4
$583K Buy
27,260
+11,131
+69% +$238K ﹤0.01% 1698
2024
Q3
$323K Buy
+16,129
New +$323K ﹤0.01% 1927