Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Hold
6,200
0.01% 166
2025
Q1
$332K Hold
6,200
0.02% 154
2024
Q4
$297K Hold
6,200
0.02% 163
2024
Q3
$276K Hold
6,200
0.03% 155
2024
Q2
$264K Hold
6,200
0.02% 170
2024
Q1
$258K Hold
6,200
0.02% 172
2023
Q4
$228K Hold
6,200
0.02% 166
2023
Q3
$221K Hold
6,200
0.02% 169
2023
Q2
$210K Hold
6,200
0.02% 179
2023
Q1
$214K Hold
6,200
0.02% 181
2022
Q4
$204K Buy
+6,200
New +$204K 0.02% 175
2022
Q2
Sell
-6,200
Closed -$206K 207
2022
Q1
$206K Buy
+6,200
New +$206K 0.02% 171
2019
Q4
Sell
-7,806
Closed -$219K 168
2019
Q3
$219K Buy
7,806
+507
+7% +$14.2K 0.04% 151
2019
Q2
$235K Buy
+7,299
New +$235K 0.05% 144