Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Hold
1,700
0.01% 314
2025
Q1
$249K Hold
1,700
0.02% 302
2024
Q4
$274K Hold
1,700
0.02% 297
2024
Q3
$278K Hold
1,700
0.02% 288
2024
Q2
$232K Hold
1,700
0.02% 289
2024
Q1
$260K Hold
1,700
0.02% 280
2023
Q4
$242K Hold
1,700
0.02% 279
2023
Q3
$219K Hold
1,700
0.02% 281
2023
Q2
$268K Hold
1,700
0.02% 262
2023
Q1
$263K Hold
1,700
0.02% 264
2022
Q4
$239K Hold
1,700
0.02% 269
2022
Q3
$226K Sell
1,700
-12
-0.7% -$1.6K 0.02% 254
2022
Q2
$239K Sell
1,712
-88
-5% -$12.3K 0.02% 244
2022
Q1
$251K Buy
+1,800
New +$251K 0.02% 238