Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
27,471
+593
+2% +$5.15K ﹤0.01% 1752
2025
Q1
$239K Buy
26,878
+446
+2% +$3.97K ﹤0.01% 1536
2024
Q4
$316K Buy
+26,432
New +$316K ﹤0.01% 1309