Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
9,719
+399
+4% +$13K ﹤0.01% 1120
2025
Q1
$352K Buy
9,320
+415
+5% +$15.7K ﹤0.01% 1044
2024
Q4
$729K Buy
8,905
+1,052
+13% +$86.1K 0.01% 834
2024
Q3
$897K Buy
7,853
+939
+14% +$107K 0.01% 733
2024
Q2
$522K Buy
6,914
+465
+7% +$35.1K 0.01% 901
2024
Q1
$441K Buy
6,449
+777
+14% +$53.1K ﹤0.01% 980
2023
Q4
$356K Buy
5,672
+163
+3% +$10.2K ﹤0.01% 1025
2023
Q3
$281K Buy
5,509
+97
+2% +$4.95K ﹤0.01% 1052
2023
Q2
$270K Buy
+5,412
New +$270K ﹤0.01% 1072