Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$457K Buy
21,845
+1,826
+9% +$38.2K ﹤0.01% 1146
2025
Q1
$480K Buy
20,019
+3,778
+23% +$90.6K ﹤0.01% 987
2024
Q4
$347K Buy
16,241
+798
+5% +$17K ﹤0.01% 1031
2024
Q3
$357K Buy
15,443
+5,067
+49% +$117K ﹤0.01% 1015
2024
Q2
$189K Sell
10,376
-6,669
-39% -$121K ﹤0.01% 1142
2024
Q1
$366K Buy
17,045
+6,514
+62% +$140K ﹤0.01% 832
2023
Q4
$227K Sell
10,531
-662
-6% -$14.3K ﹤0.01% 785
2023
Q3
$225K Buy
+11,193
New +$225K ﹤0.01% 730