Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Buy
10,615
+221
+2% +$5.85K ﹤0.01% 351
2025
Q1
$363K Buy
+10,394
New +$363K ﹤0.01% 346
2024
Q1
Sell
-11,069
Closed -$611K 362
2023
Q4
$611K Buy
+11,069
New +$611K 0.01% 337