Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Buy
9,475
+816
+9% +$275K ﹤0.01% 1073
2025
Q1
$1.81M Sell
8,659
-251
-3% -$52.5K ﹤0.01% 1296
2024
Q4
$1.81M Sell
8,910
-360
-4% -$73.2K ﹤0.01% 1270
2024
Q3
$1.61M Buy
9,270
+481
+5% +$83.7K ﹤0.01% 1308
2024
Q2
$1.13M Buy
8,789
+688
+8% +$88.6K ﹤0.01% 1424
2024
Q1
$712K Buy
8,101
+1,430
+21% +$126K ﹤0.01% 1756
2023
Q4
$353K Buy
6,671
+39
+0.6% +$2.07K ﹤0.01% 2204
2023
Q3
$278K Buy
+6,632
New +$278K ﹤0.01% 2220