Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$627K Hold
4,524
﹤0.01% 137
2025
Q1
$723K Hold
4,524
﹤0.01% 133
2024
Q4
$602K Hold
4,524
﹤0.01% 138
2024
Q3
$614K Sell
4,524
-905
-17% -$123K ﹤0.01% 138
2024
Q2
$801K Hold
5,429
﹤0.01% 140
2024
Q1
$829K Buy
+5,429
New +$829K ﹤0.01% 142