Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600K Buy
+48,256
New +$600K ﹤0.01% 906
2024
Q4
Sell
-13,561
Closed -$217K 1382
2024
Q3
$217K Buy
+13,561
New +$217K ﹤0.01% 1132
2024
Q1
Sell
-33,113
Closed -$672K 1231
2023
Q4
$672K Buy
33,113
+19,079
+136% +$387K 0.01% 651
2023
Q3
$293K Buy
14,034
+91
+0.7% +$1.9K 0.01% 696
2023
Q2
$224K Buy
+13,943
New +$224K ﹤0.01% 816