Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
4,474
+696
+18% +$44.6K ﹤0.01% 1413
2025
Q1
$248K Buy
3,778
+77
+2% +$5.06K ﹤0.01% 1308
2024
Q4
$240K Buy
3,701
+33
+0.9% +$2.14K ﹤0.01% 1222
2024
Q3
$235K Sell
3,668
-97
-3% -$6.23K ﹤0.01% 1202
2024
Q2
$235K Buy
+3,765
New +$235K ﹤0.01% 1073