Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Hold
6,057
﹤0.01% 1034
2025
Q1
$135K Sell
6,057
-1,052
-15% -$23.4K ﹤0.01% 1024
2024
Q4
$123K Hold
7,109
﹤0.01% 1071
2024
Q3
$119K Hold
7,109
﹤0.01% 1039
2024
Q2
$203K Hold
7,109
0.01% 941
2024
Q1
$271K Hold
7,109
0.01% 861
2023
Q4
$264K Hold
7,109
0.01% 887
2023
Q3
$242K Buy
+7,109
New +$242K 0.01% 908