Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
12,231
+840
+7% +$15.8K ﹤0.01% 1266
2025
Q1
$237K Buy
11,391
+518
+5% +$10.8K ﹤0.01% 1200
2024
Q4
$245K Buy
+10,873
New +$245K ﹤0.01% 1205