Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$922K Buy
65,882
+33,617
+104% +$470K ﹤0.01% 1573
2025
Q1
$300K Buy
32,265
+3,870
+14% +$36K ﹤0.01% 2187
2024
Q4
$218K Buy
+28,395
New +$218K ﹤0.01% 2348
2024
Q2
Sell
-34,558
Closed -$86.4K 2839
2024
Q1
$86.4K Buy
34,558
+20,820
+152% +$52.1K ﹤0.01% 2273
2023
Q4
$70.3K Buy
+13,738
New +$70.3K ﹤0.01% 2328
2022
Q2
Sell
-11,907
Closed -$41K 2487
2022
Q1
$41K Buy
+11,907
New +$41K ﹤0.01% 2111