Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Hold
2,550
0.03% 155
2025
Q1
$124K Hold
2,550
0.03% 140
2024
Q4
$125K Hold
2,550
0.03% 138
2024
Q3
$158K Sell
2,550
-600
-19% -$37.3K 0.05% 122
2024
Q2
$180K Hold
3,150
0.06% 108
2024
Q1
$182K Buy
+3,150
New +$182K 0.06% 111