Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$630K Buy
35,262
+4,000
+13% +$71.4K ﹤0.01% 188
2025
Q1
$561K Hold
31,262
﹤0.01% 188
2024
Q4
$496K Buy
31,262
+2,079
+7% +$33K ﹤0.01% 193
2024
Q3
$498K Hold
29,183
﹤0.01% 185
2024
Q2
$515K Hold
29,183
﹤0.01% 184
2024
Q1
$542K Hold
29,183
﹤0.01% 181
2023
Q4
$640K Buy
29,183
+1,900
+7% +$41.7K ﹤0.01% 176
2023
Q3
$431K Hold
27,283
﹤0.01% 179
2023
Q2
$383K Buy
27,283
+2,750
+11% +$38.6K ﹤0.01% 176
2023
Q1
$274K Buy
+24,533
New +$274K ﹤0.01% 193