Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
34,560
+13,141
+61% +$121K ﹤0.01% 348
2025
Q1
$208K Buy
+21,419
New +$208K ﹤0.01% 359
2024
Q4
Sell
-19,758
Closed -$224K 357
2024
Q3
$224K Buy
+19,758
New +$224K ﹤0.01% 347
2024
Q1
Sell
-22,832
Closed -$222K 355
2023
Q4
$222K Buy
+22,832
New +$222K ﹤0.01% 367