Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
1,002
+47
+5% +$13.8K ﹤0.01% 892
2025
Q1
$254K Buy
955
+1
+0.1% +$266 0.01% 889
2024
Q4
$240K Buy
954
+34
+4% +$8.55K 0.01% 933
2024
Q3
$203K Buy
+920
New +$203K ﹤0.01% 1031