Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$597K Buy
6,764
+2,989
+79% +$264K ﹤0.01% 1081
2025
Q1
$358K Buy
3,775
+203
+6% +$19.3K ﹤0.01% 1118
2024
Q4
$303K Buy
3,572
+188
+6% +$16K ﹤0.01% 1018
2024
Q3
$339K Buy
3,384
+912
+37% +$91.3K ﹤0.01% 881
2024
Q2
$220K Buy
+2,472
New +$220K ﹤0.01% 890
2023
Q4
Sell
-2,771
Closed -$214K 929
2023
Q3
$214K Buy
+2,771
New +$214K ﹤0.01% 820