Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Hold
700
0.07% 73
2025
Q1
$116K Hold
700
0.05% 64
2024
Q4
$138K Hold
700
0.06% 93
2024
Q3
$122K Sell
700
-4,100
-85% -$715K 0.06% 65
2024
Q2
$834K Buy
+4,800
New +$834K 0.46% 30