Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Hold
39,778
﹤0.01% 634
2025
Q1
$350K Hold
39,778
﹤0.01% 639
2024
Q4
$362K Hold
39,778
﹤0.01% 620
2024
Q3
$360K Hold
39,778
﹤0.01% 672
2024
Q2
$330K Sell
39,778
-3,600
-8% -$29.8K ﹤0.01% 892
2024
Q1
$355K Hold
43,378
﹤0.01% 851
2023
Q4
$340K Hold
43,378
﹤0.01% 401
2023
Q3
$295K Hold
43,378
﹤0.01% 397
2023
Q2
$370K Buy
+43,378
New +$370K ﹤0.01% 359