Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Hold
4,000
0.15% 55
2025
Q1
$365K Hold
4,000
0.14% 58
2024
Q4
$461K Hold
4,000
0.17% 53
2024
Q3
$474K Hold
4,000
0.21% 51
2024
Q2
$552K Hold
4,000
0.28% 47
2024
Q1
$456K Hold
4,000
0.23% 52
2023
Q4
$306K Hold
4,000
0.17% 53
2023
Q3
$276K Hold
4,000
0.2% 57
2023
Q2
$216K Buy
+4,000
New +$216K 0.15% 58
2022
Q2
Sell
-4,000
Closed -$201K 74
2022
Q1
$201K Hold
4,000
0.15% 64
2021
Q4
$225K Buy
+4,000
New +$225K 0.16% 67