Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
2,003
+15
+0.8% +$2.43K ﹤0.01% 1008
2025
Q1
$212K Buy
1,988
+60
+3% +$6.41K ﹤0.01% 1124
2024
Q4
$238K Hold
1,928
﹤0.01% 1098
2024
Q3
$276K Buy
+1,928
New +$276K ﹤0.01% 1081