Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96M Sell
29,375
-2,473
-8% -$249K ﹤0.01% 1110
2025
Q1
$2.43M Buy
31,848
+1,060
+3% +$80.9K ﹤0.01% 1133
2024
Q4
$2.13M Buy
30,788
+5,844
+23% +$403K ﹤0.01% 1186
2024
Q3
$1.82M Buy
24,944
+5,943
+31% +$434K ﹤0.01% 1242
2024
Q2
$1.27M Buy
19,001
+9,931
+109% +$665K ﹤0.01% 1355
2024
Q1
$246K Hold
9,070
﹤0.01% 2600
2023
Q4
$281K Buy
+9,070
New +$281K ﹤0.01% 2407