Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
85,802
+26,697
+45% +$97.4K ﹤0.01% 2696
2025
Q1
$203K Buy
59,105
+17,241
+41% +$59.3K ﹤0.01% 2990
2024
Q4
$170K Buy
41,864
+8,815
+27% +$35.9K ﹤0.01% 3060
2024
Q3
$144K Sell
33,049
-14,271
-30% -$62.4K ﹤0.01% 3015
2024
Q2
$193K Buy
47,320
+2,416
+5% +$9.83K ﹤0.01% 2810
2024
Q1
$146K Buy
44,904
+15,814
+54% +$51.6K ﹤0.01% 2850
2023
Q4
$80.9K Buy
29,090
+2,275
+8% +$6.32K ﹤0.01% 2885
2023
Q3
$55K Buy
+26,815
New +$55K ﹤0.01% 2761
2023
Q1
Sell
-44,165
Closed -$70K 2791
2022
Q4
$70K Buy
+44,165
New +$70K ﹤0.01% 2574