Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$687K Hold
13,328
﹤0.01% 950
2025
Q1
$713K Hold
13,328
0.01% 871
2024
Q4
$638K Hold
13,328
0.01% 800
2024
Q3
$593K Sell
13,328
-1,308
-9% -$58.2K ﹤0.01% 801
2024
Q2
$623K Buy
14,636
+1,052
+8% +$44.8K 0.01% 723
2024
Q1
$565K Sell
13,584
-436
-3% -$18.1K 0.01% 697
2023
Q4
$515K Buy
14,020
+581
+4% +$21.3K 0.01% 557
2023
Q3
$478K Sell
13,439
-2,295
-15% -$81.6K 0.01% 533
2023
Q2
$534K Buy
+15,734
New +$534K 0.01% 494