Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
5,691
+286
+5% +$12.5K ﹤0.01% 1223
2025
Q1
$248K Buy
5,405
+291
+6% +$13.3K ﹤0.01% 1180
2024
Q4
$298K Buy
5,114
+823
+19% +$48K ﹤0.01% 1129
2024
Q3
$256K Buy
4,291
+121
+3% +$7.22K ﹤0.01% 1143
2024
Q2
$220K Buy
+4,170
New +$220K ﹤0.01% 1151