Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Buy
400,605
+45,112
+13% +$258K ﹤0.01% 2086
2025
Q1
$3.52M Buy
355,493
+34,809
+11% +$345K ﹤0.01% 1739
2024
Q4
$4.89M Buy
320,684
+13,150
+4% +$200K ﹤0.01% 1624
2024
Q3
$4.58M Sell
307,534
-22,630
-7% -$337K ﹤0.01% 1620
2024
Q2
$4.04M Buy
330,164
+123,801
+60% +$1.51M ﹤0.01% 1605
2024
Q1
$3.98M Sell
206,363
-11,535
-5% -$222K ﹤0.01% 1360
2023
Q4
$4.61M Buy
+217,898
New +$4.61M ﹤0.01% 1281