Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
2,818
+359
+15% +$41.6K ﹤0.01% 2659
2025
Q1
$246K Buy
2,459
+269
+12% +$27K ﹤0.01% 2814
2024
Q4
$247K Buy
2,190
+137
+7% +$15.4K ﹤0.01% 2813
2024
Q3
$240K Buy
+2,053
New +$240K ﹤0.01% 2768