Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Hold
2,419
0.09% 189
2025
Q1
$269K Buy
+2,419
New +$269K 0.11% 168
2024
Q4
Sell
-1,700
Closed -$190K 160
2024
Q3
$190K Hold
1,700
0.09% 160
2024
Q2
$152K Hold
1,700
0.07% 168
2024
Q1
$146K Hold
1,700
0.07% 179
2023
Q4
$140K Hold
1,700
0.07% 173
2023
Q3
$130K Hold
1,700
0.08% 167
2023
Q2
$119K Hold
1,700
0.07% 195
2023
Q1
$110K Hold
1,700
0.07% 206
2022
Q4
$122K Hold
1,700
0.07% 175
2022
Q3
$96K Buy
+1,700
New +$96K 0.06% 208