Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
2,240
+580
+35% +$96.3K 0.01% 290
2025
Q1
$284K Hold
1,660
0.01% 313
2024
Q4
$281K Buy
1,660
+160
+11% +$27.1K 0.01% 321
2024
Q3
$288K Buy
+1,500
New +$288K 0.01% 333