Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Hold
2,471
0.01% 316
2025
Q1
$243K Hold
2,471
0.02% 304
2024
Q4
$249K Hold
2,471
0.02% 303
2024
Q3
$223K Buy
+2,471
New +$223K 0.01% 299
2024
Q2
Sell
-3,004
Closed -$241K 312
2024
Q1
$241K Hold
3,004
0.02% 286
2023
Q4
$212K Buy
+3,004
New +$212K 0.02% 286