Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
+150
New +$201K 0.13% 73
2025
Q1
Sell
-150
Closed -$134K 108
2024
Q4
$134K Hold
150
0.1% 77
2024
Q3
$106K Hold
150
0.08% 74
2024
Q2
$101K Hold
150
0.09% 75
2024
Q1
$91.1K Hold
150
0.07% 74
2023
Q4
$73K Buy
+150
New +$73K 0.07% 69
2023
Q2
Sell
-200
Closed -$69.1K 114
2023
Q1
$69.1K Hold
200
0.07% 64
2022
Q4
$59K Buy
+200
New +$59K 0.06% 66