Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.1K Hold
2,665
0.05% 70
2025
Q1
$98.3K Hold
2,665
0.06% 67
2024
Q4
$100K Hold
2,665
0.06% 64
2024
Q3
$111K Buy
+2,665
New +$111K 0.06% 66
2024
Q2
Sell
-2,665
Closed -$106K 84
2024
Q1
$106K Hold
2,665
0.06% 68
2023
Q4
$117K Hold
2,665
0.08% 69
2023
Q3
$118K Sell
2,665
-485
-15% -$21.5K 0.08% 67
2023
Q2
$131K Sell
3,150
-4,000
-56% -$166K 0.09% 67
2023
Q1
$296K Buy
7,150
+3,220
+82% +$133K 0.18% 59
2022
Q4
$144K Buy
+3,930
New +$144K 0.11% 59