Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Buy
45,000
+3,200
+8% +$29K ﹤0.01% 1402
2025
Q1
$390K Buy
41,800
+1,900
+5% +$17.7K ﹤0.01% 1308
2024
Q4
$474K Buy
39,900
+900
+2% +$10.7K ﹤0.01% 1236
2024
Q3
$613K Buy
39,000
+16,400
+73% +$258K ﹤0.01% 1125
2024
Q2
$303K Buy
+22,600
New +$303K ﹤0.01% 1444