Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
+1,527
New +$239K 0.02% 87
2025
Q1
Sell
-1,500
Closed -$214K 98
2024
Q4
$214K Hold
1,500
0.02% 91
2024
Q3
$224K Buy
+1,500
New +$224K 0.02% 87
2024
Q2
Sell
-1,500
Closed -$204K 91
2024
Q1
$204K Buy
+1,500
New +$204K 0.02% 86