Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
17,650
+910
+5% +$15.2K ﹤0.01% 2032
2025
Q1
$276K Buy
16,740
+4,776
+40% +$78.7K ﹤0.01% 1951
2024
Q4
$233K Buy
11,964
+1,685
+16% +$32.8K ﹤0.01% 2010
2024
Q3
$351K Sell
10,279
-6,456
-39% -$221K ﹤0.01% 1703
2024
Q2
$649K Buy
16,735
+368
+2% +$14.3K ﹤0.01% 1266
2024
Q1
$572K Sell
16,367
-9,345
-36% -$327K 0.01% 1263
2023
Q4
$863K Sell
25,712
-658
-2% -$22.1K 0.01% 1008
2023
Q3
$726K Buy
+26,370
New +$726K 0.01% 1009