Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$543K Buy
2,999
+649
+28% +$117K 0.01% 519
2025
Q1
$405K Buy
2,350
+187
+9% +$32.2K 0.01% 573
2024
Q4
$390K Buy
2,163
+628
+41% +$113K 0.01% 520
2024
Q3
$264K Buy
1,535
+250
+19% +$42.9K ﹤0.01% 587
2024
Q2
$214K Sell
1,285
-48
-4% -$8K ﹤0.01% 595
2024
Q1
$244K Buy
+1,333
New +$244K ﹤0.01% 592