Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Sell
19,099
-1,967
-9% -$54.5K ﹤0.01% 930
2025
Q1
$539K Buy
21,066
+12,293
+140% +$314K 0.01% 907
2024
Q4
$201K Buy
8,773
+701
+9% +$16.1K ﹤0.01% 1297
2024
Q3
$200K Buy
+8,072
New +$200K ﹤0.01% 1263
2024
Q1
Sell
-11,333
Closed -$188K 1321
2023
Q4
$188K Buy
+11,333
New +$188K ﹤0.01% 1169