Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Buy
15,028
+291
+2% +$2.47K ﹤0.01% 2266
2025
Q1
$120K Hold
14,737
﹤0.01% 2148
2024
Q4
$102K Sell
14,737
-4,354
-23% -$30.1K ﹤0.01% 2121
2024
Q3
$138K Buy
+19,091
New +$138K ﹤0.01% 2044