Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
8,120
+1,638
+25% +$50.4K ﹤0.01% 1579
2025
Q1
$225K Buy
6,482
+618
+11% +$21.4K ﹤0.01% 1484
2024
Q4
$293K Buy
+5,864
New +$293K ﹤0.01% 1384