Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Buy
12,304
+2,856
+30% +$137K ﹤0.01% 1638
2025
Q1
$471K Buy
9,448
+861
+10% +$42.9K ﹤0.01% 1735
2024
Q4
$498K Buy
8,587
+531
+7% +$30.8K ﹤0.01% 1720
2024
Q3
$525K Buy
8,056
+142
+2% +$9.25K ﹤0.01% 1699
2024
Q2
$508K Buy
7,914
+539
+7% +$34.6K ﹤0.01% 1677
2024
Q1
$470K Buy
7,375
+168
+2% +$10.7K ﹤0.01% 1708
2023
Q4
$400K Buy
+7,207
New +$400K ﹤0.01% 1646