Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$626K Buy
4,874
+124
+3% +$15.9K 0.02% 276
2025
Q1
$343K Buy
4,750
+50
+1% +$3.61K 0.01% 316
2024
Q4
$534K Hold
4,700
0.01% 273
2024
Q3
$468K Hold
4,700
0.01% 282
2024
Q2
$407K Hold
4,700
0.01% 279
2024
Q1
$384K Hold
4,700
0.01% 286
2023
Q4
$226K Buy
+4,700
New +$226K 0.01% 327