Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
19,107
+1,636
+9% +$113K ﹤0.01% 815
2025
Q1
$790K Buy
17,471
+4,002
+30% +$181K ﹤0.01% 963
2024
Q4
$820K Sell
13,469
-10,044
-43% -$612K ﹤0.01% 924
2024
Q3
$960K Sell
23,513
-6,914
-23% -$282K ﹤0.01% 924
2024
Q2
$919K Buy
30,427
+5,338
+21% +$161K ﹤0.01% 906
2024
Q1
$934K Buy
25,089
+7,757
+45% +$289K ﹤0.01% 935
2023
Q4
$851K Buy
+17,332
New +$851K ﹤0.01% 969