Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Hold
500
0.07% 43
2025
Q1
$156K Hold
500
0.09% 38
2024
Q4
$130K Hold
500
0.07% 39
2024
Q3
$161K Hold
500
0.09% 33
2024
Q2
$156K Hold
500
0.1% 32
2024
Q1
$142K Hold
500
0.09% 31
2023
Q4
$144K Sell
500
-4
-0.8% -$1.15K 0.09% 28
2023
Q3
$135K Buy
504
+4
+0.8% +$1.08K 0.1% 29
2023
Q2
$111K Hold
500
0.08% 32
2023
Q1
$121K Hold
500
0.09% 30
2022
Q4
$131K Hold
500
0.12% 26
2022
Q3
$113K Hold
500
0.12% 26
2022
Q2
$122K Hold
500
0.13% 26
2022
Q1
$121K Hold
500
0.12% 28
2021
Q4
$112K Buy
+500
New +$112K 0.11% 30