Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
+3,074
New +$310K ﹤0.01% 1365
2025
Q1
Sell
-1,864
Closed -$237K 1607
2024
Q4
$237K Buy
1,864
+88
+5% +$11.2K ﹤0.01% 1228
2024
Q3
$249K Buy
+1,776
New +$249K ﹤0.01% 1173
2024
Q1
Sell
-1,470
Closed -$214K 1110
2023
Q4
$214K Buy
+1,470
New +$214K ﹤0.01% 799
2023
Q2
Sell
-1,253
Closed -$227K 789
2023
Q1
$227K Buy
+1,253
New +$227K ﹤0.01% 655