Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
5,522
+157
+3% +$10.1K ﹤0.01% 858
2025
Q1
$373K Buy
5,365
+1,130
+27% +$78.6K ﹤0.01% 862
2024
Q4
$307K Buy
4,235
+97
+2% +$7.04K ﹤0.01% 794
2024
Q3
$347K Buy
4,138
+11
+0.3% +$923 ﹤0.01% 705
2024
Q2
$275K Buy
4,127
+142
+4% +$9.47K ﹤0.01% 736
2024
Q1
$314K Sell
3,985
-941
-19% -$74.2K ﹤0.01% 637
2023
Q4
$330K Buy
4,926
+1,089
+28% +$72.9K ﹤0.01% 577
2023
Q3
$205K Buy
+3,837
New +$205K ﹤0.01% 707