Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
91,286
+3,000
+3% +$15.1K 0.06% 145
2025
Q1
$400K Buy
+88,286
New +$400K 0.06% 147
2024
Q4
Hold
0
94
2024
Q3
Hold
0
97
2024
Q2
Sell
-43,286
Closed -$136K 97
2024
Q1
$136K Buy
+43,286
New +$136K 0.02% 192