Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
1,730
0.09% 195
2025
Q1
$267K Buy
+1,730
New +$267K 0.11% 169
2024
Q4
Sell
-1,000
Closed -$134K 336
2024
Q3
$134K Hold
1,000
0.06% 222
2024
Q2
$119K Hold
1,000
0.06% 217
2024
Q1
$123K Hold
1,000
0.06% 228
2023
Q4
$119K Hold
1,000
0.06% 214
2023
Q3
$115K Hold
1,000
0.07% 201
2023
Q2
$112K Hold
1,000
0.06% 216
2023
Q1
$115K Hold
1,000
0.07% 197
2022
Q4
$116K Hold
1,000
0.07% 189
2022
Q3
$112K Buy
+1,000
New +$112K 0.07% 175