Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Hold
3,000
0.04% 214
2025
Q1
$146K Hold
3,000
0.04% 205
2024
Q4
$146K Hold
3,000
0.04% 205
2024
Q3
$186K Hold
3,000
0.05% 195
2024
Q2
$171K Hold
3,000
0.04% 200
2024
Q1
$173K Hold
3,000
0.05% 206
2023
Q4
$205K Hold
3,000
0.06% 185
2023
Q3
$171K Hold
3,000
0.05% 197
2023
Q2
$179K Hold
3,000
0.05% 196
2023
Q1
$190K Hold
3,000
0.06% 192
2022
Q4
$186K Hold
3,000
0.06% 187
2022
Q3
$150K Hold
3,000
0.05% 202
2022
Q2
$169K Sell
3,000
-363
-11% -$20.4K 0.05% 203
2022
Q1
$232K Buy
+3,363
New +$232K 0.06% 192