Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
24,813
+11,412
+85% +$570K 0.01% 727
2025
Q1
$443K Buy
13,401
+155
+1% +$5.13K ﹤0.01% 1017
2024
Q4
$509K Sell
13,246
-397
-3% -$15.2K ﹤0.01% 878
2024
Q3
$456K Buy
13,643
+1,782
+15% +$59.6K ﹤0.01% 909
2024
Q2
$350K Sell
11,861
-283
-2% -$8.35K ﹤0.01% 919
2024
Q1
$347K Buy
+12,144
New +$347K ﹤0.01% 852