Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
474
+44
+10% +$21.4K ﹤0.01% 1107
2025
Q1
$265K Buy
+430
New +$265K ﹤0.01% 1021
2024
Q4
Sell
-378
Closed -$227K 1135
2024
Q3
$227K Buy
+378
New +$227K ﹤0.01% 1050
2024
Q2
Sell
-431
Closed -$277K 1087
2024
Q1
$277K Buy
431
+3
+0.7% +$1.93K ﹤0.01% 937
2023
Q4
$250K Buy
+428
New +$250K ﹤0.01% 935