Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Buy
10,373
+113
+1% +$3.66K ﹤0.01% 986
2025
Q1
$317K Buy
10,260
+1,062
+12% +$32.8K ﹤0.01% 968
2024
Q4
$252K Sell
9,198
-854
-8% -$23.4K ﹤0.01% 1031
2024
Q3
$305K Buy
10,052
+725
+8% +$22K ﹤0.01% 946
2024
Q2
$287K Buy
9,327
+1,758
+23% +$54.1K ﹤0.01% 939
2024
Q1
$240K Buy
7,569
+127
+2% +$4.03K ﹤0.01% 991
2023
Q4
$253K Buy
7,442
+946
+15% +$32.2K ﹤0.01% 932
2023
Q3
$207K Buy
+6,496
New +$207K ﹤0.01% 965