Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
2,174
+70
+3% +$12.7K ﹤0.01% 1037
2025
Q1
$365K Buy
2,104
+92
+5% +$15.9K ﹤0.01% 1029
2024
Q4
$396K Buy
2,012
+155
+8% +$30.5K ﹤0.01% 1025
2024
Q3
$375K Buy
1,857
+50
+3% +$10.1K ﹤0.01% 1022
2024
Q2
$302K Buy
1,807
+52
+3% +$8.7K ﹤0.01% 1056
2024
Q1
$280K Buy
1,755
+30
+2% +$4.79K ﹤0.01% 1083
2023
Q4
$250K Buy
+1,725
New +$250K ﹤0.01% 1103