Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
35,170
+4,122
+13% +$120K ﹤0.01% 2843
2025
Q1
$756K Buy
+31,048
New +$756K ﹤0.01% 3400
2024
Q4
Sell
-29,960
Closed -$599K 6200
2024
Q3
$599K Buy
29,960
+15,999
+115% +$320K ﹤0.01% 4078
2024
Q2
$226K Buy
+13,961
New +$226K ﹤0.01% 5285
2024
Q1
Sell
-14,186
Closed -$270K 6024
2023
Q4
$270K Buy
+14,186
New +$270K ﹤0.01% 4736
2023
Q2
Sell
-9,157
Closed -$223K 5620
2023
Q1
$223K Buy
+9,157
New +$223K ﹤0.01% 4580