Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
7,053
+538
+8% +$16.9K ﹤0.01% 1611
2025
Q1
$249K Buy
6,515
+749
+13% +$28.6K ﹤0.01% 1461
2024
Q4
$253K Buy
+5,766
New +$253K ﹤0.01% 1436