Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Hold
2,609
0.01% 422
2025
Q1
$259K Sell
2,609
-95
-4% -$9.43K 0.01% 427
2024
Q4
$271K Sell
2,704
-2,317
-46% -$233K 0.02% 426
2024
Q3
$458K Buy
+5,021
New +$458K 0.03% 329