Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
2,389
+450
+23% +$72.8K ﹤0.01% 543
2025
Q1
$207K Buy
1,939
+245
+14% +$26.2K ﹤0.01% 698
2024
Q4
$209K Buy
1,694
+231
+16% +$28.5K ﹤0.01% 634
2024
Q3
$239K Buy
1,463
+169
+13% +$27.7K ﹤0.01% 776
2024
Q2
$162K Hold
1,294
﹤0.01% 789
2024
Q1
$162K Buy
+1,294
New +$162K ﹤0.01% 575