Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
40
+8
+25% +$59.1K ﹤0.01% 696
2025
Q1
$232K Buy
32
+2
+7% +$14.5K ﹤0.01% 728
2024
Q4
$245K Buy
30
+1
+3% +$8.18K ﹤0.01% 691
2024
Q3
$285K Hold
29
﹤0.01% 612
2024
Q2
$220K Hold
29
﹤0.01% 659
2024
Q1
$235K Hold
29
﹤0.01% 622
2023
Q4
$203K Buy
+29
New +$203K ﹤0.01% 623