Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Buy
3,556
+1,082
+44% +$186K ﹤0.01% 996
2025
Q1
$437K Buy
2,474
+49
+2% +$8.65K ﹤0.01% 1030
2024
Q4
$472K Buy
2,425
+813
+50% +$158K ﹤0.01% 905
2024
Q3
$288K Buy
1,612
+64
+4% +$11.4K ﹤0.01% 1106
2024
Q2
$317K Buy
1,548
+10
+0.7% +$2.05K ﹤0.01% 952
2024
Q1
$387K Buy
1,538
+120
+8% +$30.2K ﹤0.01% 809
2023
Q4
$260K Buy
+1,418
New +$260K ﹤0.01% 740