Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,658
Closed -$212K 329
2024
Q4
$212K Hold
3,658
0.01% 317
2024
Q3
$238K Hold
3,658
0.02% 306
2024
Q2
$235K Hold
3,658
0.02% 271
2024
Q1
$233K Hold
3,658
0.02% 310
2023
Q4
$203K Hold
3,658
0.02% 323
2023
Q3
$216K Hold
3,658
0.02% 308
2023
Q2
$238K Hold
3,658
0.02% 304
2023
Q1
$201K Buy
+3,658
New +$201K 0.02% 328
2022
Q2
Sell
-3,658
Closed -$200K 194
2022
Q1
$200K Buy
+3,658
New +$200K 0.02% 189