Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
2,815
-12,881
-82% -$976K 0.02% 238
2025
Q1
$1.18M Buy
15,696
+430
+3% +$32.3K 0.1% 85
2024
Q4
$1.17M Hold
15,266
0.1% 84
2024
Q3
$1.19M Hold
15,266
0.11% 86
2024
Q2
$1.09M Buy
+15,266
New +$1.09M 0.11% 88