Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$768K Sell
7,581
-1,419
-16% -$144K 0.01% 363
2025
Q1
$956K Hold
9,000
0.01% 354
2024
Q4
$986K Hold
9,000
0.01% 406
2024
Q3
$1.3M Hold
9,000
0.01% 422
2024
Q2
$1.31M Hold
9,000
0.01% 418
2024
Q1
$1.29M Hold
9,000
0.01% 436
2023
Q4
$841K Hold
9,000
0.01% 500
2023
Q3
$794K Hold
9,000
0.01% 508
2023
Q2
$1.01M Buy
+9,000
New +$1.01M 0.01% 497