Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
3,112
+138
+5% +$14.2K ﹤0.01% 1110
2025
Q1
$260K Buy
2,974
+166
+6% +$14.5K ﹤0.01% 1147
2024
Q4
$281K Buy
2,808
+201
+8% +$20.1K ﹤0.01% 1145
2024
Q3
$222K Buy
2,607
+90
+4% +$7.65K ﹤0.01% 1203
2024
Q2
$207K Buy
+2,517
New +$207K ﹤0.01% 1172