Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Hold
507
0.14% 101
2025
Q1
$345K Buy
507
+7
+1% +$4.76K 0.11% 109
2024
Q4
$315K Hold
500
0.1% 116
2024
Q3
$387K Hold
500
0.11% 118
2024
Q2
$412K Hold
500
0.13% 108
2024
Q1
$349K Hold
500
0.11% 117
2023
Q4
$291K Hold
500
0.1% 132
2023
Q3
$229K Hold
500
0.08% 148
2023
Q2
$243K Buy
+500
New +$243K 0.09% 147
2022
Q1
Sell
-500
Closed -$215K 182
2021
Q4
$215K Buy
+500
New +$215K 0.06% 177