Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
+500
New +$238K 0.01% 375
2025
Q1
Sell
-500
Closed -$202K 375
2024
Q4
$202K Hold
500
0.01% 370
2024
Q3
$252K Hold
500
0.01% 319
2024
Q2
$215K Buy
+500
New +$215K 0.01% 321