Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Hold
1,008
0.09% 203
2025
Q1
$235K Buy
+1,008
New +$235K 0.1% 196
2024
Q4
Sell
-600
Closed -$147K 403
2024
Q3
$147K Buy
600
+100
+20% +$24.4K 0.07% 206
2024
Q2
$112K Hold
500
0.05% 236
2024
Q1
$136K Hold
500
0.07% 199
2023
Q4
$138K Hold
500
0.07% 178
2023
Q3
$107K Hold
500
0.06% 217
2023
Q2
$113K Hold
500
0.06% 212
2023
Q1
$103K Hold
500
0.06% 225
2022
Q4
$84K Hold
500
0.05% 274
2022
Q3
$76K Buy
+500
New +$76K 0.05% 279