Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Hold
6,400
0.12% 76
2025
Q1
$343K Hold
6,400
0.14% 71
2024
Q4
$306K Hold
6,400
0.12% 85
2024
Q3
$285K Hold
6,400
0.12% 80
2024
Q2
$273K Hold
6,400
0.14% 66
2024
Q1
$266K Hold
6,400
0.16% 63
2023
Q4
$235K Hold
6,400
0.13% 77
2023
Q3
$228K Hold
6,400
0.08% 129
2023
Q2
$217K Sell
6,400
-150
-2% -$5.09K 0.06% 141
2023
Q1
$226K Buy
6,550
+150
+2% +$5.17K 0.05% 149
2022
Q4
$210K Buy
+6,400
New +$210K 0.07% 143
2019
Q1
Sell
-5,968
Closed -$181K 396
2018
Q4
$181K Buy
+5,968
New +$181K 0.18% 61