Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$826K Buy
6,854
+2,005
+41% +$242K 0.01% 883
2025
Q1
$565K Buy
4,849
+182
+4% +$21.2K ﹤0.01% 946
2024
Q4
$560K Buy
4,667
+436
+10% +$52.3K ﹤0.01% 841
2024
Q3
$450K Buy
4,231
+562
+15% +$59.7K ﹤0.01% 915
2024
Q2
$346K Buy
3,669
+342
+10% +$32.3K ﹤0.01% 922
2024
Q1
$368K Buy
+3,327
New +$368K ﹤0.01% 825