Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Hold
951
0.01% 409
2025
Q1
$140K Sell
951
-800
-46% -$118K 0.01% 334
2024
Q4
$284K Hold
1,751
0.03% 207
2024
Q3
$290K Hold
1,751
0.03% 217
2024
Q2
$239K Hold
1,751
0.03% 216
2024
Q1
$268K Buy
+1,751
New +$268K 0.07% 118