Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Hold
3,000
0.06% 19
2025
Q1
$220K Buy
+3,000
New +$220K 0.09% 11
2024
Q3
Sell
-3,000
Closed -$217K 8
2024
Q2
$217K Hold
3,000
0.08% 7
2024
Q1
$201K Buy
+3,000
New +$201K 0.08% 7