Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
5,175
+165
+3% +$9.39K ﹤0.01% 1152
2025
Q1
$249K Buy
5,010
+239
+5% +$11.9K ﹤0.01% 1174
2024
Q4
$333K Buy
4,771
+451
+10% +$31.5K ﹤0.01% 1092
2024
Q3
$300K Buy
4,320
+121
+3% +$8.4K ﹤0.01% 1092
2024
Q2
$247K Buy
+4,199
New +$247K ﹤0.01% 1111