Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
36,947
+13,693
+59% +$126K ﹤0.01% 364
2025
Q1
$226K Hold
23,254
﹤0.01% 398
2024
Q4
$219K Hold
23,254
﹤0.01% 401
2024
Q3
$263K Hold
23,254
﹤0.01% 382
2024
Q2
$227K Hold
23,254
﹤0.01% 408
2024
Q1
$220K Hold
23,254
﹤0.01% 419
2023
Q4
$224K Hold
23,254
﹤0.01% 414
2023
Q3
$213K Hold
23,254
﹤0.01% 431
2023
Q2
$232K Hold
23,254
﹤0.01% 444
2023
Q1
$265K Buy
+23,254
New +$265K ﹤0.01% 459