Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Hold
8,000
0.04% 226
2025
Q1
$310K Hold
8,000
0.05% 208
2024
Q4
$271K Hold
8,000
0.04% 226
2024
Q3
$327K Hold
8,000
0.05% 191
2024
Q2
$308K Hold
8,000
0.06% 191
2024
Q1
$343K Hold
8,000
0.06% 180
2023
Q4
$296K Hold
8,000
0.06% 188
2023
Q3
$290K Sell
8,000
-202
-2% -$7.32K 0.07% 173
2023
Q2
$292K Hold
8,202
0.06% 174
2023
Q1
$292K Sell
8,202
-179
-2% -$6.37K 0.07% 172
2022
Q4
$295K Buy
8,381
+8,179
+4,049% +$287K 0.07% 156
2022
Q3
$6K Hold
202
﹤0.01% 693
2022
Q2
$11K Hold
202
﹤0.01% 628
2022
Q1
$11K Hold
202
﹤0.01% 659
2021
Q4
$11K Buy
+202
New +$11K ﹤0.01% 628
2021
Q3
Sell
-202
Closed -$10K 565
2021
Q2
$10K Buy
+202
New +$10K ﹤0.01% 646