Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Hold
2,000
0.04% 342
2025
Q1
$256K Hold
2,000
0.05% 314
2024
Q4
$313K Hold
2,000
0.06% 261
2024
Q3
$273K Hold
2,000
0.05% 298
2024
Q2
$206K Buy
+2,000
New +$206K 0.04% 296
2024
Q1
Sell
-2,000
Closed -$216K 297
2023
Q4
$216K Buy
+2,000
New +$216K 0.05% 264
2023
Q1
Sell
-2,000
Closed -$206K 324
2022
Q4
$206K Buy
+2,000
New +$206K 0.05% 290