Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Hold
1,580
0.12% 161
2025
Q1
$232K Hold
1,580
0.14% 145
2024
Q4
$204K Hold
1,580
0.11% 154
2024
Q3
$216K Buy
+1,580
New +$216K 0.12% 149
2023
Q4
Sell
-4,377
Closed -$343K 151
2023
Q3
$343K Buy
+4,377
New +$343K 0.26% 72