Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,000
Closed -$199K 50
2024
Q4
$199K Hold
2,000
0.14% 42
2024
Q3
$227K Hold
2,000
0.15% 41
2024
Q2
$248K Hold
2,000
0.18% 42
2024
Q1
$264K Hold
2,000
0.2% 43
2023
Q4
$218K Hold
2,000
0.18% 44
2023
Q3
$206K Hold
2,000
0.17% 45
2023
Q2
$231K Hold
2,000
0.19% 44
2023
Q1
$213K Hold
2,000
0.19% 44
2022
Q4
$222K Buy
+2,000
New +$222K 0.21% 46