Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Hold
7,000
0.02% 184
2025
Q1
$124K Hold
7,000
0.02% 177
2024
Q4
$109K Hold
7,000
0.02% 197
2024
Q3
$108K Hold
7,000
0.01% 219
2024
Q2
$95.7K Hold
7,000
0.01% 276
2024
Q1
$98.1K Buy
+7,000
New +$98.1K 0.01% 275
2018
Q2
Sell
-2,001
Closed -$27K 267
2018
Q1
$27K Hold
2,001
0.03% 165
2017
Q4
$31K Buy
+2,001
New +$31K 0.03% 157