Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
38,218
+7,716
+25% +$80K ﹤0.01% 1268
2025
Q1
$314K Buy
30,502
+2,251
+8% +$23.2K ﹤0.01% 1165
2024
Q4
$270K Buy
28,251
+4,079
+17% +$38.9K ﹤0.01% 1074
2024
Q3
$256K Buy
24,172
+10,431
+76% +$110K ﹤0.01% 980
2024
Q2
$114K Buy
13,741
+2,889
+27% +$23.9K ﹤0.01% 950
2024
Q1
$92.1K Buy
+10,852
New +$92.1K ﹤0.01% 928