Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$181K Hold
20,000
﹤0.01% 1378
2025
Q1
$128K Sell
20,000
-2,857
-12% -$18.3K ﹤0.01% 1359
2024
Q4
$217K Hold
22,857
﹤0.01% 1315
2024
Q3
$187K Sell
22,857
-185
-0.8% -$1.51K ﹤0.01% 1308
2024
Q2
$312K Buy
+23,042
New +$312K ﹤0.01% 1150