Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Hold
2,000
0.06% 242
2025
Q1
$198K Hold
2,000
0.08% 211
2024
Q4
$201K Hold
2,000
0.09% 211
2024
Q3
$192K Sell
2,000
-834
-29% -$80.2K 0.08% 218
2024
Q2
$231K Hold
2,834
0.11% 182
2024
Q1
$227K Buy
+2,834
New +$227K 0.11% 191