Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
3,527
+19
+0.5% +$1.81K ﹤0.01% 930
2025
Q1
$342K Buy
3,508
+260
+8% +$25.3K ﹤0.01% 887
2024
Q4
$338K Buy
3,248
+971
+43% +$101K 0.01% 787
2024
Q3
$225K Buy
2,277
+129
+6% +$12.7K ﹤0.01% 754
2024
Q2
$221K Buy
2,148
+381
+22% +$39.2K ﹤0.01% 741
2024
Q1
$219K Buy
+1,767
New +$219K 0.01% 641