Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$919K Buy
6,102
+1,948
+47% +$293K ﹤0.01% 1154
2025
Q1
$436K Buy
4,154
+1,506
+57% +$158K ﹤0.01% 1558
2024
Q4
$433K Buy
2,648
+2,528
+2,107% +$413K ﹤0.01% 1572
2024
Q3
$7.91K Hold
120
﹤0.01% 3433
2024
Q2
$7.67K Buy
120
+5
+4% +$319 ﹤0.01% 3390
2024
Q1
$5.67K Buy
+115
New +$5.67K ﹤0.01% 3485