Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Hold
1,309
0.13% 149
2025
Q1
$332K Buy
+1,309
New +$332K 0.14% 141
2024
Q4
Sell
-800
Closed -$204K 237
2024
Q3
$204K Hold
800
0.09% 142
2024
Q2
$190K Hold
800
0.09% 141
2024
Q1
$185K Hold
800
0.09% 148
2023
Q4
$159K Hold
800
0.08% 153
2023
Q3
$136K Hold
800
0.08% 157
2023
Q2
$149K Hold
800
0.08% 148
2023
Q1
$132K Hold
800
0.08% 165
2022
Q4
$116K Hold
800
0.07% 187
2022
Q3
$116K Buy
+800
New +$116K 0.07% 164