Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
8,691
+535
+7% +$16.4K ﹤0.01% 1188
2025
Q1
$276K Buy
8,156
+514
+7% +$17.4K ﹤0.01% 1130
2024
Q4
$261K Buy
7,642
+664
+10% +$22.7K ﹤0.01% 1175
2024
Q3
$232K Buy
+6,978
New +$232K ﹤0.01% 1180