Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Hold
2,520
0.03% 230
2025
Q1
$280K Hold
2,520
0.03% 204
2024
Q4
$261K Hold
2,520
0.03% 209
2024
Q3
$282K Hold
2,520
0.03% 211
2024
Q2
$225K Hold
2,520
0.03% 218
2024
Q1
$216K Hold
2,520
0.03% 229
2023
Q4
$208K Buy
+2,520
New +$208K 0.03% 231
2019
Q4
Sell
-9,966
Closed -$521K 195
2019
Q3
$521K Buy
+9,966
New +$521K 0.12% 144