Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Hold
2,814
0.08% 217
2025
Q1
$279K Buy
+2,814
New +$279K 0.12% 165
2024
Q4
Sell
-1,600
Closed -$146K 331
2024
Q3
$146K Hold
1,600
0.07% 207
2024
Q2
$130K Hold
1,600
0.06% 198
2024
Q1
$128K Hold
1,600
0.06% 218
2023
Q4
$112K Hold
1,600
0.06% 234
2023
Q3
$101K Hold
1,600
0.06% 232
2023
Q2
$98.8K Hold
1,600
0.06% 249
2023
Q1
$102K Hold
1,600
0.06% 229
2022
Q4
$105K Hold
1,600
0.06% 211
2022
Q3
$82K Buy
+1,600
New +$82K 0.05% 252