Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
26,253
+547
+2% +$11.4K ﹤0.01% 334
2025
Q1
$616K Buy
25,706
+1,378
+6% +$33K 0.01% 331
2024
Q4
$519K Buy
24,328
+621
+3% +$13.3K ﹤0.01% 333
2024
Q3
$548K Sell
23,707
-573
-2% -$13.3K ﹤0.01% 327
2024
Q2
$441K Sell
24,280
-624,725
-96% -$11.4M ﹤0.01% 339
2024
Q1
$13.9M Buy
649,005
+88,619
+16% +$1.9M 0.14% 116
2023
Q4
$12.1M Buy
560,386
+242,923
+77% +$5.23M 0.13% 127
2023
Q3
$6.37M Buy
+317,463
New +$6.37M 0.08% 152