Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
3,711
+372
+11% +$39.1K ﹤0.01% 376
2025
Q1
$374K Buy
3,339
+198
+6% +$22.2K ﹤0.01% 393
2024
Q4
$333K Buy
3,141
+131
+4% +$13.9K ﹤0.01% 398
2024
Q3
$379K Hold
3,010
﹤0.01% 397
2024
Q2
$337K Buy
3,010
+100
+3% +$11.2K ﹤0.01% 382
2024
Q1
$378K Buy
+2,910
New +$378K ﹤0.01% 355