Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Hold
2,500
0.07% 165
2025
Q1
$220K Hold
2,500
0.07% 162
2024
Q4
$187K Hold
2,500
0.06% 163
2024
Q3
$232K Buy
+2,500
New +$232K 0.07% 158
2024
Q2
Sell
-2,500
Closed -$216K 182
2024
Q1
$216K Buy
+2,500
New +$216K 0.07% 163