Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
1,805
+106
+6% +$29.2K 0.01% 447
2025
Q1
$313K Buy
1,699
+424
+33% +$78.2K ﹤0.01% 550
2024
Q4
$251K Buy
1,275
+73
+6% +$14.4K ﹤0.01% 571
2024
Q3
$282K Buy
1,202
+153
+15% +$35.9K ﹤0.01% 705
2024
Q2
$186K Buy
1,049
+3
+0.3% +$532 ﹤0.01% 741
2024
Q1
$186K Buy
1,046
+357
+52% +$63.3K ﹤0.01% 530
2023
Q4
$77K Buy
689
+51
+8% +$5.7K ﹤0.01% 794
2023
Q3
$75K Buy
+638
New +$75K ﹤0.01% 711