Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$830K Buy
80,017
+47,217
+144% +$490K 0.01% 882
2025
Q1
$338K Buy
32,800
+6,407
+24% +$65.9K ﹤0.01% 1155
2024
Q4
$252K Buy
26,393
+13,142
+99% +$125K ﹤0.01% 1197
2024
Q3
$140K Buy
+13,251
New +$140K ﹤0.01% 1317
2023
Q4
Sell
-14,804
Closed -$123K 855
2023
Q3
$123K Buy
14,804
+3,230
+28% +$26.9K ﹤0.01% 775
2023
Q2
$97K Buy
+11,574
New +$97K ﹤0.01% 765