Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
+1,800
New +$291K 0.06% 191
2025
Q1
Sell
-1,800
Closed -$222K 235
2024
Q4
$222K Hold
1,800
0.05% 220
2024
Q3
$257K Hold
1,800
0.05% 214
2024
Q2
$295K Buy
+1,800
New +$295K 0.08% 172