Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
6,577
+1,731
+36% +$123K ﹤0.01% 54
2025
Q1
$308K Buy
4,846
+1,369
+39% +$87K ﹤0.01% 60
2024
Q4
$263K Buy
3,477
+803
+30% +$60.7K ﹤0.01% 60
2024
Q3
$236K Buy
+2,674
New +$236K ﹤0.01% 55