Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Hold
1,232
0.1% 177
2025
Q1
$300K Buy
1,232
+500
+68% +$122K 0.13% 157
2024
Q4
$206K Buy
732
+32
+5% +$9K 0.13% 149
2024
Q3
$192K Hold
700
0.09% 157
2024
Q2
$210K Hold
700
0.1% 119
2024
Q1
$203K Hold
700
0.1% 131
2023
Q4
$177K Hold
700
0.09% 133
2023
Q3
$185K Hold
700
0.11% 116
2023
Q2
$174K Hold
700
0.1% 126
2023
Q1
$160K Hold
700
0.1% 129
2022
Q4
$121K Hold
700
0.07% 180
2022
Q3
$104K Buy
+700
New +$104K 0.07% 196