Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Hold
14,500
﹤0.01% 672
2025
Q1
$271K Hold
14,500
﹤0.01% 665
2024
Q4
$268K Hold
14,500
﹤0.01% 662
2024
Q3
$380K Buy
14,500
+400
+3% +$10.5K ﹤0.01% 663
2024
Q2
$272K Hold
14,100
﹤0.01% 927
2024
Q1
$290K Buy
14,100
+1,800
+15% +$37.1K ﹤0.01% 884
2023
Q4
$288K Hold
12,300
﹤0.01% 440
2023
Q3
$219K Buy
12,300
+4,300
+54% +$76.5K ﹤0.01% 453
2023
Q2
$190K Buy
+8,000
New +$190K ﹤0.01% 483