Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
+1,751
New +$235K 0.08% 210
2024
Q4
Sell
-900
Closed -$104K 221
2024
Q3
$104K Hold
900
0.05% 288
2024
Q2
$117K Hold
900
0.06% 222
2024
Q1
$111K Hold
900
0.06% 252
2023
Q4
$109K Hold
900
0.06% 239
2023
Q3
$82K Hold
900
0.05% 281
2023
Q2
$88.5K Hold
900
0.05% 284
2023
Q1
$65.4K Hold
900
0.04% 340
2022
Q4
$66K Hold
900
0.04% 334
2022
Q3
$80K Buy
+900
New +$80K 0.05% 259