Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,759
Closed -$269K 186
2025
Q1
$269K Hold
6,759
﹤0.01% 412
2024
Q4
$229K Hold
6,759
﹤0.01% 420
2024
Q3
$276K Hold
6,759
﹤0.01% 418
2024
Q2
$262K Buy
6,759
+290
+4% +$11.2K ﹤0.01% 417
2024
Q1
$277K Buy
+6,469
New +$277K ﹤0.01% 435