Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
18,817
+3,548
+23% +$77.6K ﹤0.01% 800
2025
Q1
$299K Buy
15,269
+3,984
+35% +$78K ﹤0.01% 950
2024
Q4
$177K Buy
+11,285
New +$177K ﹤0.01% 980