Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Hold
5,017
0.09% 98
2025
Q1
$269K Hold
5,017
0.1% 101
2024
Q4
$240K Buy
+5,017
New +$240K 0.1% 107
2023
Q1
Sell
-2,017
Closed -$66.2K 250
2022
Q4
$66.2K Buy
+2,017
New +$66.2K 0.03% 170