Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Buy
12,797
+336
+3% +$11.2K ﹤0.01% 1013
2025
Q1
$363K Buy
12,461
+315
+3% +$9.18K ﹤0.01% 1031
2024
Q4
$444K Buy
+12,146
New +$444K ﹤0.01% 986
2023
Q3
Sell
-10,835
Closed -$245K 1247
2023
Q2
$245K Buy
+10,835
New +$245K ﹤0.01% 1096
2022
Q2
Sell
-5,051
Closed -$214K 1198
2022
Q1
$214K Buy
+5,051
New +$214K ﹤0.01% 1094