Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
1,422
+25
+2% +$8.19K 0.02% 202
2025
Q1
$438K Buy
1,397
+415
+42% +$130K 0.02% 211
2024
Q4
$342K Hold
982
﹤0.01% 232
2024
Q3
$318K Buy
982
+50
+5% +$16.2K 0.01% 223
2024
Q2
$258K Sell
932
-30
-3% -$8.31K 0.01% 215
2024
Q1
$283K Buy
+962
New +$283K 0.01% 224