Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$991K Hold
3,601
0.02% 186
2025
Q1
$664K Sell
3,601
-199
-5% -$36.7K 0.02% 214
2024
Q4
$748K Sell
3,800
-1,200
-24% -$236K 0.02% 189
2024
Q3
$1.04M Hold
5,000
0.03% 161
2024
Q2
$1.17M Hold
5,000
0.03% 151
2024
Q1
$887K Buy
+5,000
New +$887K 0.03% 169