Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
1,369
+33
+2% +$7.48K 0.14% 65
2025
Q1
$222K Buy
1,336
+8
+0.6% +$1.33K 0.11% 73
2024
Q4
$262K Hold
1,328
0.12% 74
2024
Q3
$231K Hold
1,328
0.11% 75
2024
Q2
$231K Buy
+1,328
New +$231K 0.12% 74
2020
Q4
Sell
-1,328
Closed -$108K 260
2020
Q3
$108K Buy
+1,328
New +$108K 0.1% 80