Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
69,500
+4,900
+8% +$33.2K ﹤0.01% 1341
2025
Q1
$333K Hold
64,600
﹤0.01% 1358
2024
Q4
$368K Buy
64,600
+19,800
+44% +$113K ﹤0.01% 1310
2024
Q3
$310K Sell
44,800
-39,800
-47% -$276K ﹤0.01% 1435
2024
Q2
$507K Sell
84,600
-18,000
-18% -$108K ﹤0.01% 1238
2024
Q1
$488K Buy
102,600
+25,600
+33% +$122K ﹤0.01% 1280
2023
Q4
$507K Buy
77,000
+44,800
+139% +$295K ﹤0.01% 1282
2023
Q3
$299K Buy
32,200
+6,100
+23% +$56.6K ﹤0.01% 1457
2023
Q2
$318K Buy
+26,100
New +$318K ﹤0.01% 1461