Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
3,867
+12
+0.3% +$823 ﹤0.01% 2011
2025
Q1
$249K Buy
3,855
+207
+6% +$13.4K ﹤0.01% 1954
2024
Q4
$386K Sell
3,648
-42
-1% -$4.44K ﹤0.01% 1620
2024
Q3
$372K Buy
3,690
+8
+0.2% +$807 ﹤0.01% 1609
2024
Q2
$390K Buy
+3,682
New +$390K ﹤0.01% 1533