Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$867K Buy
18,164
+5,000
+38% +$239K 0.02% 223
2025
Q1
$526K Sell
13,164
-1
-0% -$40 0.01% 251
2024
Q4
$605K Hold
13,165
0.02% 255
2024
Q3
$616K Hold
13,165
0.02% 238
2024
Q2
$555K Hold
13,165
0.02% 267
2024
Q1
$581K Buy
+13,165
New +$581K 0.02% 256