Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Hold
1,600
0.08% 192
2025
Q1
$218K Hold
1,600
0.06% 223
2024
Q4
$230K Buy
+1,600
New +$230K 0.06% 217
2024
Q2
Sell
-3,000
Closed -$402K 244
2024
Q1
$402K Hold
3,000
0.09% 171
2023
Q4
$382K Hold
3,000
0.1% 168
2023
Q3
$381K Hold
3,000
0.11% 159
2023
Q2
$324K Hold
3,000
0.09% 186
2023
Q1
$264K Hold
3,000
0.08% 202
2022
Q4
$205K Buy
+3,000
New +$205K 0.06% 223
2022
Q1
Sell
-3,000
Closed -$210K 272
2021
Q4
$210K Buy
+3,000
New +$210K 0.06% 243