Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$819K Sell
19,058
-834
-4% -$35.8K ﹤0.01% 2467
2025
Q1
$439K Buy
19,892
+10,854
+120% +$240K ﹤0.01% 2761
2024
Q4
$378K Buy
+9,038
New +$378K ﹤0.01% 2843
2024
Q3
Sell
-11,443
Closed -$80.4K 3416
2024
Q2
$80.4K Buy
11,443
+1,325
+13% +$9.32K ﹤0.01% 3239
2024
Q1
$101K Buy
+10,118
New +$101K ﹤0.01% 3198
2023
Q4
Sell
-50,332
Closed -$749K 3375
2023
Q3
$749K Sell
50,332
-20,117
-29% -$299K ﹤0.01% 2248
2023
Q2
$953K Buy
+70,449
New +$953K ﹤0.01% 2111