Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Buy
8,621
+47
+0.5% +$2.31K 0.03% 150
2025
Q1
$485K Hold
8,574
0.04% 135
2024
Q4
$492K Hold
8,574
0.04% 132
2024
Q3
$449K Buy
8,574
+90
+1% +$4.72K 0.04% 146
2024
Q2
$460K Buy
+8,484
New +$460K 0.05% 133