Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
17,245
+20
+0.1% +$207 ﹤0.01% 772
2025
Q1
$177K Hold
17,225
﹤0.01% 780
2024
Q4
$164K Buy
17,225
+1,333
+8% +$12.7K ﹤0.01% 789
2024
Q3
$168K Buy
15,892
+100
+0.6% +$1.06K ﹤0.01% 808
2024
Q2
$130K Buy
+15,792
New +$130K ﹤0.01% 771