Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
+17,619
New +$1.21M ﹤0.01% 853
2024
Q2
Sell
-14,469
Closed -$1.19M 2061
2024
Q1
$1.19M Buy
14,469
+2,679
+23% +$220K ﹤0.01% 853
2023
Q4
$816K Sell
11,790
-2,230
-16% -$154K ﹤0.01% 985
2023
Q3
$915K Buy
14,020
+2,650
+23% +$173K ﹤0.01% 930
2023
Q2
$739K Buy
11,370
+282
+3% +$18.3K ﹤0.01% 1060
2023
Q1
$694K Buy
+11,088
New +$694K ﹤0.01% 1100