Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$928K Buy
27,158
+785
+3% +$26.8K ﹤0.01% 641
2025
Q1
$814K Buy
26,373
+546
+2% +$16.9K ﹤0.01% 650
2024
Q4
$816K Buy
25,827
+13,683
+113% +$432K ﹤0.01% 664
2024
Q3
$397K Hold
12,144
﹤0.01% 743
2024
Q2
$321K Buy
+12,144
New +$321K ﹤0.01% 755