Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Hold
2,228
﹤0.01% 733
2025
Q1
$207K Sell
2,228
-211
-9% -$19.6K ﹤0.01% 781
2024
Q4
$261K Hold
2,439
﹤0.01% 606
2024
Q3
$252K Hold
2,439
﹤0.01% 599
2024
Q2
$215K Hold
2,439
﹤0.01% 594
2024
Q1
$239K Buy
+2,439
New +$239K ﹤0.01% 593