Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Hold
1,000
0.15% 34
2025
Q1
$384K Hold
1,000
0.24% 28
2024
Q4
$445K Hold
1,000
0.25% 20
2024
Q3
$518K Hold
1,000
0.31% 19
2024
Q2
$556K Hold
1,000
0.37% 19
2024
Q1
$505K Hold
1,000
0.35% 19
2023
Q4
$597K Hold
1,000
0.48% 19
2023
Q3
$510K Hold
1,000
0.5% 19
2023
Q2
$489K Hold
1,000
0.55% 19
2023
Q1
$385K Hold
1,000
0.52% 18
2022
Q4
$337K Buy
+1,000
New +$337K 0.46% 19