Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
141,026
+46,223
+49% +$328K ﹤0.01% 367
2025
Q1
$830K Buy
94,803
+64,487
+213% +$564K ﹤0.01% 346
2024
Q4
$383K Sell
30,316
-1,108
-4% -$14K ﹤0.01% 548
2024
Q3
$352K Sell
31,424
-26,534
-46% -$297K ﹤0.01% 415
2024
Q2
$743K Sell
57,958
-14,030
-19% -$180K ﹤0.01% 393
2024
Q1
$1.13M Buy
+71,988
New +$1.13M ﹤0.01% 204