Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$790K Buy
4,678
+1,843
+65% +$311K ﹤0.01% 704
2025
Q1
$401K Buy
2,835
+185
+7% +$26.2K ﹤0.01% 915
2024
Q4
$419K Buy
2,650
+399
+18% +$63.2K ﹤0.01% 922
2024
Q3
$286K Buy
+2,251
New +$286K ﹤0.01% 1073