Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Hold
3,442
0.09% 198
2025
Q1
$233K Buy
+3,442
New +$233K 0.1% 198
2024
Q4
Sell
-1,900
Closed -$109K 298
2024
Q3
$109K Hold
1,900
0.05% 276
2024
Q2
$94.9K Hold
1,900
0.05% 278
2024
Q1
$109K Hold
1,900
0.05% 256
2023
Q4
$86.8K Hold
1,900
0.05% 286
2023
Q3
$85K Hold
1,900
0.05% 274
2023
Q2
$89.3K Hold
1,900
0.05% 279
2023
Q1
$93.8K Hold
1,900
0.06% 255
2022
Q4
$85K Hold
1,900
0.05% 267
2022
Q3
$83K Buy
+1,900
New +$83K 0.05% 249