Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
2,947
+680
+30% +$24.3K ﹤0.01% 803
2025
Q1
$83.7K Buy
2,267
+143
+7% +$5.28K ﹤0.01% 807
2024
Q4
$79.7K Buy
+2,124
New +$79.7K ﹤0.01% 828