Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
3,873
+139
+4% +$10.3K ﹤0.01% 824
2025
Q1
$253K Buy
3,734
+110
+3% +$7.45K ﹤0.01% 811
2024
Q4
$225K Buy
3,624
+354
+11% +$21.9K ﹤0.01% 851
2024
Q3
$213K Buy
+3,270
New +$213K ﹤0.01% 745