Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
4,084
+277
+7% +$25.4K ﹤0.01% 1426
2025
Q1
$350K Buy
3,807
+414
+12% +$38.1K 0.01% 1356
2024
Q4
$287K Buy
3,393
+403
+13% +$34.1K ﹤0.01% 1387
2024
Q3
$236K Buy
2,990
+200
+7% +$15.8K ﹤0.01% 1299
2024
Q2
$209K Buy
+2,790
New +$209K ﹤0.01% 1292