Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Buy
30,166
+3,119
+12% +$49.2K ﹤0.01% 829
2025
Q1
$321K Buy
27,047
+2,554
+10% +$30.3K ﹤0.01% 897
2024
Q4
$316K Buy
24,493
+903
+4% +$11.6K ﹤0.01% 890
2024
Q3
$301K Sell
23,590
-1,264
-5% -$16.1K ﹤0.01% 905
2024
Q2
$350K Buy
24,854
+1,437
+6% +$20.3K ﹤0.01% 836
2024
Q1
$453K Buy
23,417
+8,328
+55% +$161K 0.01% 772
2023
Q4
$226K Buy
15,089
+3,897
+35% +$58.4K ﹤0.01% 950
2023
Q3
$118K Buy
+11,192
New +$118K ﹤0.01% 952