Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Hold
3,000
0.12% 111
2025
Q1
$442K Hold
3,000
0.16% 104
2024
Q4
$487K Hold
3,000
0.17% 94
2024
Q3
$489K Hold
3,000
0.17% 92
2024
Q2
$409K Hold
3,000
0.15% 99
2024
Q1
$459K Hold
3,000
0.18% 96
2023
Q4
$428K Hold
3,000
0.18% 96
2023
Q3
$393K Buy
+3,000
New +$393K 0.18% 100
2018
Q2
Sell
-3,350
Closed -$446K 228
2018
Q1
$446K Sell
3,350
-75
-2% -$9.99K 0.44% 74
2017
Q4
$509K Buy
+3,425
New +$509K 0.49% 72