Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Hold
5,000
0.01% 231
2025
Q1
$268K Hold
5,000
0.01% 228
2024
Q4
$239K Hold
5,000
0.01% 249
2024
Q3
$222K Sell
5,000
-372
-7% -$16.5K 0.01% 266
2024
Q2
$229K Buy
5,372
+372
+7% +$15.8K 0.01% 275
2024
Q1
$208K Buy
+5,000
New +$208K 0.01% 288