Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
3,300
-4,684
-59% -$345K 0.01% 150
2025
Q1
$624K Hold
7,984
0.03% 120
2024
Q4
$940K Hold
7,984
0.04% 96
2024
Q3
$861K Buy
7,984
+3,300
+70% +$356K 0.04% 94
2024
Q2
$409K Buy
+4,684
New +$409K 0.02% 144