Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$966K Buy
+4,027
New +$966K 0.01% 246
2025
Q1
Sell
-1,004
Closed -$259K 442
2024
Q4
$259K Hold
1,004
﹤0.01% 384
2024
Q3
$245K Sell
1,004
-525
-34% -$128K ﹤0.01% 390
2024
Q2
$342K Buy
1,529
+231
+18% +$51.6K ﹤0.01% 366
2024
Q1
$354K Buy
1,298
+7
+0.5% +$1.91K ﹤0.01% 380
2023
Q4
$356K Buy
+1,291
New +$356K ﹤0.01% 367