Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Buy
21,461
+2,806
+15% +$68K ﹤0.01% 370
2025
Q1
$473K Buy
18,655
+3,912
+27% +$99.1K ﹤0.01% 401
2024
Q4
$391K Buy
+14,743
New +$391K ﹤0.01% 422