Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$614K Buy
4,040
+2,000
+98% +$304K 0.02% 191
2025
Q1
$300K Hold
2,040
0.01% 224
2024
Q4
$263K Hold
2,040
﹤0.01% 245
2024
Q3
$279K Hold
2,040
0.01% 228
2024
Q2
$208K Sell
2,040
-4,098
-67% -$419K 0.01% 223
2024
Q1
$544K Buy
+6,138
New +$544K 0.03% 198