Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
4,024
+368
+10% +$19.5K ﹤0.01% 1805
2025
Q1
$212K Buy
3,656
+463
+15% +$26.8K ﹤0.01% 1605
2024
Q4
$209K Buy
3,193
+699
+28% +$45.7K ﹤0.01% 1521
2024
Q3
$214K Buy
+2,494
New +$214K ﹤0.01% 1272