Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
1,965
0.02% 800
2025
Q1
$206K Sell
1,965
-100
-5% -$10.5K 0.01% 871
2024
Q4
$224K Hold
2,065
0.01% 848
2024
Q3
$221K Hold
2,065
0.01% 854
2024
Q2
$204K Buy
+2,065
New +$204K 0.01% 811