Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Hold
930
0.15% 116
2025
Q1
$208K Sell
930
-930
-50% -$208K 0.14% 118
2024
Q4
$425K Buy
1,860
+930
+100% +$213K 0.14% 121
2024
Q3
$227K Buy
+930
New +$227K 0.14% 115