Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Hold
3,046
﹤0.01% 822
2025
Q1
$355K Hold
3,046
﹤0.01% 797
2024
Q4
$365K Hold
3,046
﹤0.01% 831
2024
Q3
$324K Hold
3,046
﹤0.01% 860
2024
Q2
$288K Sell
3,046
-100
-3% -$9.44K ﹤0.01% 888
2024
Q1
$348K Hold
3,146
﹤0.01% 832
2023
Q4
$273K Buy
3,146
+100
+3% +$8.66K ﹤0.01% 891
2023
Q3
$214K Hold
3,046
﹤0.01% 926
2023
Q2
$203K Buy
+3,046
New +$203K ﹤0.01% 965