Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$659K Buy
32,614
+12,356
+61% +$250K ﹤0.01% 1536
2025
Q1
$279K Sell
20,258
-561
-3% -$7.71K ﹤0.01% 1916
2024
Q4
$247K Buy
20,819
+1,201
+6% +$14.2K ﹤0.01% 1976
2024
Q3
$352K Buy
19,618
+276
+1% +$4.95K ﹤0.01% 1833
2024
Q2
$340K Sell
19,342
-395
-2% -$6.95K ﹤0.01% 1802
2024
Q1
$506K Buy
19,737
+525
+3% +$13.5K ﹤0.01% 1511
2023
Q4
$501K Buy
19,212
+140
+0.7% +$3.65K ﹤0.01% 1477
2023
Q3
$440K Sell
19,072
-391
-2% -$9.01K ﹤0.01% 1428
2023
Q2
$457K Buy
+19,463
New +$457K ﹤0.01% 1408