Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62K Buy
6,746
+173
+3% +$1.59K ﹤0.01% 978
2025
Q1
$63.8K Buy
6,573
+248
+4% +$2.41K ﹤0.01% 895
2024
Q4
$59.5K Buy
+6,325
New +$59.5K ﹤0.01% 923