Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Hold
310
0.01% 296
2025
Q1
$209K Hold
310
0.01% 311
2024
Q4
$177K Sell
310
-1,664
-84% -$950K ﹤0.01% 337
2024
Q3
$976K Buy
1,974
+1,664
+537% +$823K 0.03% 219
2024
Q2
$181K Hold
310
0.01% 333
2024
Q1
$166K Buy
+310
New +$166K 0.01% 330