Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
3,777
+123
+3% +$10.7K ﹤0.01% 1102
2025
Q1
$282K Buy
3,654
+149
+4% +$11.5K ﹤0.01% 1125
2024
Q4
$339K Buy
3,505
+319
+10% +$30.9K ﹤0.01% 1090
2024
Q3
$302K Buy
3,186
+113
+4% +$10.7K ﹤0.01% 1087
2024
Q2
$256K Buy
3,073
+130
+4% +$10.8K ﹤0.01% 1097
2024
Q1
$253K Buy
2,943
+17
+0.6% +$1.46K ﹤0.01% 1112
2023
Q4
$242K Buy
2,926
+37
+1% +$3.06K ﹤0.01% 1109
2023
Q3
$208K Buy
2,889
+33
+1% +$2.37K ﹤0.01% 1113
2023
Q2
$216K Buy
+2,856
New +$216K ﹤0.01% 1129