Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$710K Buy
34,189
+2,318
+7% +$48.2K ﹤0.01% 1553
2025
Q1
$565K Sell
31,871
-3,408
-10% -$60.4K ﹤0.01% 1661
2024
Q4
$548K Buy
35,279
+2,170
+7% +$33.7K ﹤0.01% 1682
2024
Q3
$509K Sell
33,109
-2,521
-7% -$38.8K ﹤0.01% 1714
2024
Q2
$487K Buy
35,630
+1,046
+3% +$14.3K ﹤0.01% 1704
2024
Q1
$485K Sell
34,584
-3,010
-8% -$42.2K ﹤0.01% 1685
2023
Q4
$505K Buy
+37,594
New +$505K ﹤0.01% 1500