Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Buy
14,659
+566
+4% +$5.12K ﹤0.01% 1383
2025
Q1
$90.5K Buy
14,093
+596
+4% +$3.83K ﹤0.01% 1355
2024
Q4
$128K Buy
13,497
+1,986
+17% +$18.9K ﹤0.01% 1340
2024
Q3
$94.1K Buy
+11,511
New +$94.1K ﹤0.01% 1321