Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
7,212
+1,083
+18% +$44.2K ﹤0.01% 1517
2025
Q1
$277K Buy
6,129
+337
+6% +$15.2K ﹤0.01% 1431
2024
Q4
$251K Buy
5,792
+546
+10% +$23.7K ﹤0.01% 1439
2024
Q3
$238K Buy
5,246
+350
+7% +$15.9K ﹤0.01% 1294
2024
Q2
$201K Buy
+4,896
New +$201K ﹤0.01% 1302