Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
107,711
+32,060
+42% +$328K ﹤0.01% 2367
2025
Q1
$889K Buy
75,651
+4,473
+6% +$52.6K ﹤0.01% 2359
2024
Q4
$898K Buy
71,178
+2,222
+3% +$28K ﹤0.01% 2412
2024
Q3
$739K Sell
68,956
-10,992
-14% -$118K ﹤0.01% 2519
2024
Q2
$678K Buy
+79,948
New +$678K ﹤0.01% 2543