Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
20,445
+11,334
+124% +$327K ﹤0.01% 1092
2025
Q1
$247K Buy
+9,111
New +$247K ﹤0.01% 1269
2024
Q4
Sell
-8,673
Closed -$275K 1374
2024
Q3
$275K Buy
8,673
+2,360
+37% +$74.9K ﹤0.01% 955
2024
Q2
$204K Buy
6,313
+189
+3% +$6.09K ﹤0.01% 914
2024
Q1
$228K Buy
+6,124
New +$228K ﹤0.01% 848