Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$847K Sell
77,200
-16,400
-18% -$180K ﹤0.01% 979
2025
Q1
$603K Sell
93,600
-12,500
-12% -$80.5K ﹤0.01% 1069
2024
Q4
$661K Buy
106,100
+84,600
+393% +$527K ﹤0.01% 1015
2024
Q3
$78K Hold
21,500
﹤0.01% 1743
2024
Q2
$69.4K Buy
+21,500
New +$69.4K ﹤0.01% 1754