Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
9,384
+416
+5% +$22.1K 0.01% 1418
2025
Q1
$318K Buy
8,968
+1,848
+26% +$65.5K ﹤0.01% 1587
2024
Q4
$248K Buy
7,120
+469
+7% +$16.4K ﹤0.01% 1689
2024
Q3
$258K Buy
+6,651
New +$258K ﹤0.01% 1689