Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
16,858
+279
+2% +$5.18K ﹤0.01% 335
2025
Q1
$194K Buy
16,579
+4,429
+36% +$51.7K ﹤0.01% 352
2024
Q4
$249K Sell
12,150
-2,250
-16% -$46.1K ﹤0.01% 325
2024
Q3
$177K Buy
+14,400
New +$177K ﹤0.01% 347