Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$604K Buy
3,712
+365
+11% +$59.4K ﹤0.01% 1256
2025
Q1
$479K Buy
3,347
+325
+11% +$46.5K 0.01% 1153
2024
Q4
$478K Buy
3,022
+271
+10% +$42.8K 0.01% 1093
2024
Q3
$401K Buy
+2,751
New +$401K 0.01% 961