Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
44,737
-10,000
-18% -$50.3K 0.01% 224
2025
Q1
$248K Buy
54,737
+5
+0% +$23 0.02% 200
2024
Q4
$258K Hold
54,732
0.02% 192
2024
Q3
$208K Buy
54,732
+1,332
+2% +$5.06K 0.01% 222
2024
Q2
$190K Buy
+53,400
New +$190K 0.01% 213