Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Hold
2,000
0.14% 132
2025
Q1
$332K Hold
2,000
0.11% 141
2024
Q4
$348K Hold
2,000
0.11% 139
2024
Q3
$347K Hold
2,000
0.11% 144
2024
Q2
$348K Hold
2,000
0.11% 142
2024
Q1
$272K Hold
2,000
0.09% 152
2023
Q4
$208K Buy
+2,000
New +$208K 0.07% 162
2023
Q3
Sell
-2,000
Closed -$202K 179
2023
Q2
$202K Buy
+2,000
New +$202K 0.07% 157