Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+1,729
New +$212K 0.08% 232
2024
Q4
Sell
-700
Closed -$83K 222
2024
Q3
$83K Hold
700
0.04% 336
2024
Q2
$96.5K Hold
700
0.05% 273
2024
Q1
$79.9K Buy
+700
New +$79.9K 0.04% 312