Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Buy
22,073
+10,221
+86% +$295K ﹤0.01% 980
2025
Q1
$322K Buy
11,852
+3,017
+34% +$81.9K ﹤0.01% 1189
2024
Q4
$252K Buy
8,835
+2,390
+37% +$68.2K ﹤0.01% 1195
2024
Q3
$205K Buy
+6,445
New +$205K ﹤0.01% 1270
2023
Q4
Sell
-6,205
Closed -$209K 856
2023
Q3
$209K Buy
+6,205
New +$209K ﹤0.01% 747