Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
1,147
+48
+4% +$15.1K ﹤0.01% 455
2025
Q1
$289K Buy
1,099
+229
+26% +$60.1K ﹤0.01% 498
2024
Q4
$227K Buy
870
+54
+7% +$14.1K ﹤0.01% 531
2024
Q3
$190K Buy
816
+347
+74% +$80.8K ﹤0.01% 592
2024
Q2
$80.4K Buy
469
+157
+50% +$26.9K ﹤0.01% 868
2024
Q1
$67.7K Buy
+312
New +$67.7K ﹤0.01% 805
2023
Q3
Sell
-50
Closed -$14.4K 603
2023
Q2
$14.4K Buy
+50
New +$14.4K ﹤0.01% 587