Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Sell
804
-70
-8% -$8.79K ﹤0.01% 248
2025
Q1
$120K Buy
874
+70
+9% +$9.58K 0.01% 243
2024
Q4
$123K Buy
804
+104
+15% +$15.9K ﹤0.01% 261
2024
Q3
$136K Hold
700
0.01% 244
2024
Q2
$162K Hold
700
0.01% 228
2024
Q1
$151K Buy
+700
New +$151K 0.01% 240