Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Hold
3,100
0.02% 216
2025
Q1
$283K Hold
3,100
0.01% 237
2024
Q4
$357K Hold
3,100
0.01% 218
2024
Q3
$367K Hold
3,100
0.02% 202
2024
Q2
$428K Hold
3,100
0.02% 182
2024
Q1
$354K Hold
3,100
0.02% 189
2023
Q4
$237K Buy
+3,100
New +$237K 0.01% 216
2021
Q4
Sell
-4,143
Closed -$218K 269
2021
Q3
$218K Hold
4,143
0.01% 231
2021
Q2
$209K Buy
+4,143
New +$209K 0.01% 243