Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Buy
9,029
+1,029
+13% +$54.4K ﹤0.01% 370
2025
Q1
$345K Hold
8,000
﹤0.01% 428
2024
Q4
$493K Hold
8,000
﹤0.01% 463
2024
Q3
$513K Hold
8,000
﹤0.01% 471
2024
Q2
$575K Hold
8,000
0.01% 467
2024
Q1
$564K Hold
8,000
0.01% 483
2023
Q4
$644K Buy
8,000
+2,000
+33% +$161K 0.01% 512
2023
Q3
$473K Hold
6,000
0.01% 529
2023
Q2
$555K Buy
+6,000
New +$555K 0.01% 529