Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Hold
1,764
0.03% 62
2025
Q1
$247K Hold
1,764
0.02% 64
2024
Q4
$294K Hold
1,764
0.02% 66
2024
Q3
$301K Buy
+1,764
New +$301K 0.02% 64
2021
Q3
Sell
-6,915
Closed -$538K 84
2021
Q2
$538K Buy
+6,915
New +$538K 1.21% 19