Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Hold
1,150
0.19% 53
2025
Q1
$286K Hold
1,150
0.17% 60
2024
Q4
$253K Hold
1,150
0.16% 64
2024
Q3
$254K Buy
+1,150
New +$254K 0.14% 67
2024
Q2
Sell
-1,150
Closed -$220K 84
2024
Q1
$220K Buy
+1,150
New +$220K 0.13% 74