Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$856K Hold
1,600
﹤0.01% 722
2025
Q1
$591K Hold
1,600
﹤0.01% 767
2024
Q4
$726K Hold
1,600
﹤0.01% 703
2024
Q3
$689K Sell
1,600
-72
-4% -$31K ﹤0.01% 709
2024
Q2
$610K Buy
1,672
+2
+0.1% +$730 ﹤0.01% 719
2024
Q1
$585K Buy
1,670
+270
+19% +$94.6K ﹤0.01% 744
2023
Q4
$302K Hold
1,400
﹤0.01% 888
2023
Q3
$295K Hold
1,400
﹤0.01% 867
2023
Q2
$259K Hold
1,400
﹤0.01% 922
2023
Q1
$228K Hold
1,400
﹤0.01% 922
2022
Q4
$207K Buy
+1,400
New +$207K ﹤0.01% 919