Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
1,295
+62
+5% +$6.27K ﹤0.01% 190
2025
Q1
$120K Buy
1,233
+1
+0.1% +$97 ﹤0.01% 177
2024
Q4
$125K Buy
1,232
+1
+0.1% +$101 ﹤0.01% 175
2024
Q3
$138K Buy
1,231
+1
+0.1% +$112 ﹤0.01% 187
2024
Q2
$117K Buy
1,230
+2
+0.2% +$190 ﹤0.01% 191
2024
Q1
$109K Buy
1,228
+1
+0.1% +$89 ﹤0.01% 189
2023
Q4
$101K Buy
+1,227
New +$101K ﹤0.01% 186