Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Buy
5,800
+2,231
+63% +$196K ﹤0.01% 808
2025
Q1
$251K Buy
3,569
+447
+14% +$31.5K ﹤0.01% 952
2024
Q4
$232K Buy
3,122
+254
+9% +$18.9K ﹤0.01% 992
2024
Q3
$214K Buy
+2,868
New +$214K ﹤0.01% 1020