Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$543K Buy
1,642
+121
+8% +$40K 0.01% 169
2025
Q1
$500K Buy
1,521
+52
+4% +$17.1K 0.01% 169
2024
Q4
$406K Buy
1,469
+851
+138% +$235K 0.01% 183
2024
Q3
$214K Buy
+618
New +$214K ﹤0.01% 188