Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
3,298
-504
-13% -$40.7K 0.01% 319
2025
Q1
$310K Hold
3,802
0.01% 306
2024
Q4
$278K Hold
3,802
0.01% 324
2024
Q3
$226K Buy
+3,802
New +$226K ﹤0.01% 357