Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$0 Sell
15
-8,372
-100% ﹤0.01% 300
2025
Q1
$201K Buy
8,387
+57
+0.7% +$1.37K 0.01% 159
2024
Q4
$178K Buy
8,330
+130
+2% +$2.78K ﹤0.01% 163
2024
Q3
$190K Buy
+8,200
New +$190K 0.01% 175