Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$443K Buy
71,500
+25,913
+57% +$161K ﹤0.01% 2897
2025
Q1
$324K Buy
45,587
+2,887
+7% +$20.5K ﹤0.01% 2906
2024
Q4
$293K Sell
42,700
-12,100
-22% -$83K ﹤0.01% 3048
2024
Q3
$379K Buy
54,800
+41,700
+318% +$288K ﹤0.01% 2894
2024
Q2
$105K Buy
+13,100
New +$105K ﹤0.01% 3176