Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$618K Buy
16,084
+4,824
+43% +$185K ﹤0.01% 1066
2025
Q1
$436K Buy
11,260
+1,693
+18% +$65.6K ﹤0.01% 1030
2024
Q4
$324K Buy
9,567
+910
+11% +$30.8K ﹤0.01% 997
2024
Q3
$354K Buy
8,657
+2,569
+42% +$105K ﹤0.01% 868
2024
Q2
$234K Buy
6,088
+11
+0.2% +$424 ﹤0.01% 870
2024
Q1
$261K Buy
+6,077
New +$261K ﹤0.01% 801
2022
Q3
Sell
-4,075
Closed -$222K 850
2022
Q2
$222K Buy
+4,075
New +$222K 0.01% 695