Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Hold
3,501
0.01% 673
2025
Q1
$158K Hold
3,501
﹤0.01% 762
2024
Q4
$213K Buy
3,501
+1
+0% +$61 ﹤0.01% 688
2024
Q3
$143K Sell
3,500
-25
-0.7% -$1.02K ﹤0.01% 753
2024
Q2
$106K Buy
3,525
+25
+0.7% +$755 ﹤0.01% 767
2024
Q1
$130K Hold
3,500
﹤0.01% 745
2023
Q4
$172K Buy
+3,500
New +$172K ﹤0.01% 677