Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
10,322
﹤0.01% 1266
2025
Q1
$273K Buy
10,322
+834
+9% +$22.1K ﹤0.01% 1143
2024
Q4
$222K Sell
9,488
-497
-5% -$11.6K ﹤0.01% 1367
2024
Q3
$260K Buy
9,985
+286
+3% +$7.43K ﹤0.01% 1291
2024
Q2
$279K Buy
+9,699
New +$279K ﹤0.01% 1133