Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
5,390
+742
+16% +$51.1K ﹤0.01% 1429
2025
Q1
$320K Buy
4,648
+758
+19% +$52.3K ﹤0.01% 1382
2024
Q4
$239K Buy
3,890
+238
+7% +$14.6K ﹤0.01% 1452
2024
Q3
$226K Buy
+3,652
New +$226K ﹤0.01% 1305