Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
41,384
+10,867
+36% +$544K ﹤0.01% 1315
2025
Q1
$2.05M Sell
30,517
-18,862
-38% -$1.27M ﹤0.01% 1239
2024
Q4
$3.9M Buy
49,379
+2,098
+4% +$166K 0.01% 889
2024
Q3
$4.06M Buy
47,281
+11,755
+33% +$1.01M 0.01% 863
2024
Q2
$2.44M Buy
35,526
+5,771
+19% +$396K ﹤0.01% 1014
2024
Q1
$1.84M Buy
29,755
+8,332
+39% +$514K ﹤0.01% 1154
2023
Q4
$1.05M Buy
21,423
+4,546
+27% +$223K ﹤0.01% 1394
2023
Q3
$742K Buy
+16,877
New +$742K ﹤0.01% 1513