Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Hold
2,393
﹤0.01% 122
2025
Q1
$758K Hold
2,393
﹤0.01% 129
2024
Q4
$807K Hold
2,393
﹤0.01% 127
2024
Q3
$762K Sell
2,393
-478
-17% -$152K ﹤0.01% 125
2024
Q2
$923K Sell
2,871
-2,025
-41% -$651K ﹤0.01% 131
2024
Q1
$1.7M Buy
+4,896
New +$1.7M 0.01% 118