Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Buy
2,114
+473
+29% +$44.1K ﹤0.01% 380
2025
Q1
$120K Buy
1,641
+298
+22% +$21.8K ﹤0.01% 398
2024
Q4
$81K Sell
1,343
-202
-13% -$12.2K ﹤0.01% 414
2024
Q3
$116K Buy
1,545
+221
+17% +$16.6K ﹤0.01% 384
2024
Q2
$96K Buy
1,324
+145
+12% +$10.5K ﹤0.01% 391
2024
Q1
$91K Buy
1,179
+642
+120% +$49.6K ﹤0.01% 382
2023
Q4
$33K Buy
+537
New +$33K ﹤0.01% 451