Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Sell
8,700
-1,800
-17% -$90.4K 0.02% 296
2025
Q1
$355K Hold
10,500
0.01% 327
2024
Q4
$306K Hold
10,500
0.01% 347
2024
Q3
$265K Hold
10,500
0.01% 369
2024
Q2
$229K Buy
+10,500
New +$229K 0.01% 365