Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$575K Buy
5,716
+406
+8% +$40.9K ﹤0.01% 1284
2025
Q1
$414K Buy
5,310
+377
+8% +$29.4K ﹤0.01% 1228
2024
Q4
$341K Buy
4,933
+31
+0.6% +$2.15K ﹤0.01% 1268
2024
Q3
$358K Buy
4,902
+425
+9% +$31K 0.01% 1018
2024
Q2
$300K Buy
+4,477
New +$300K 0.01% 716