Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Buy
15,681
+850
+6% +$6.36K ﹤0.01% 1515
2025
Q1
$104K Hold
14,831
﹤0.01% 1532
2024
Q4
$119K Buy
14,831
+2,862
+24% +$22.9K ﹤0.01% 1649
2024
Q3
$114K Hold
11,969
﹤0.01% 1866
2024
Q2
$84.3K Buy
+11,969
New +$84.3K ﹤0.01% 2094