Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Hold
1,700
0.01% 285
2025
Q1
$262K Hold
1,700
0.01% 299
2024
Q4
$290K Sell
1,700
-2,500
-60% -$426K 0.01% 300
2024
Q3
$729K Hold
4,200
0.02% 230
2024
Q2
$722K Hold
4,200
0.02% 245
2024
Q1
$1.09M Buy
+4,200
New +$1.09M 0.03% 215