Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Hold
1,498
0.07% 236
2025
Q1
$239K Buy
+1,498
New +$239K 0.1% 193
2024
Q4
Sell
-800
Closed -$109K 272
2024
Q3
$109K Hold
800
0.05% 277
2024
Q2
$118K Hold
800
0.06% 219
2024
Q1
$122K Hold
800
0.06% 231
2023
Q4
$115K Hold
800
0.06% 225
2023
Q3
$122K Hold
800
0.07% 182
2023
Q2
$109K Hold
800
0.06% 223
2023
Q1
$106K Hold
800
0.06% 216
2022
Q4
$113K Hold
800
0.07% 197
2022
Q3
$87K Buy
+800
New +$87K 0.05% 231