Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3M Buy
53,621
+13,337
+33% +$747K ﹤0.01% 1101
2025
Q1
$871K Buy
40,284
+8,923
+28% +$193K ﹤0.01% 1791
2024
Q4
$666K Sell
31,361
-25,283
-45% -$537K ﹤0.01% 1949
2024
Q3
$458K Sell
56,644
-900
-2% -$7.28K ﹤0.01% 2207
2024
Q2
$487K Buy
+57,544
New +$487K ﹤0.01% 2072