Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Hold
700
0.01% 503
2025
Q1
$108K Hold
700
0.01% 533
2024
Q4
$119K Hold
700
0.02% 485
2024
Q3
$122K Buy
+700
New +$122K 0.02% 465
2023
Q3
Sell
-792
Closed -$164K 906
2023
Q2
$164K Hold
792
0.02% 397
2023
Q1
$181K Hold
792
0.03% 373
2022
Q4
$152K Hold
792
0.03% 385
2022
Q3
$149K Buy
+792
New +$149K 0.03% 386