Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$925K Buy
176,476
+65,576
+59% +$344K ﹤0.01% 953
2025
Q1
$746K Sell
110,900
-2,400
-2% -$16.1K ﹤0.01% 981
2024
Q4
$714K Buy
113,300
+36,800
+48% +$232K ﹤0.01% 984
2024
Q3
$453K Buy
+76,500
New +$453K ﹤0.01% 1308