Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Hold
700
0.01% 286
2025
Q1
$237K Sell
700
-1,500
-68% -$507K 0.01% 301
2024
Q4
$703K Hold
2,200
0.02% 248
2024
Q3
$642K Buy
+2,200
New +$642K 0.02% 236