Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Hold
625
0.04% 290
2025
Q1
$231K Sell
625
-600
-49% -$222K 0.03% 320
2024
Q4
$556K Buy
1,225
+300
+32% +$136K 0.07% 235
2024
Q3
$398K Buy
+925
New +$398K 0.05% 265