Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
2,623
+472
+22% +$71.9K 0.01% 304
2025
Q1
$316K Buy
2,151
+411
+24% +$60.4K ﹤0.01% 294
2024
Q4
$225K Buy
1,740
+243
+16% +$31.4K ﹤0.01% 334
2024
Q3
$205K Buy
+1,497
New +$205K ﹤0.01% 343
2024
Q1
Sell
-2,225
Closed -$219K 434
2023
Q4
$219K Buy
+2,225
New +$219K ﹤0.01% 295