Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$203K Hold
2,190
0.11% 195
2024
Q4
$234K Hold
2,190
0.14% 165
2024
Q3
$226K Buy
+2,190
New +$226K 0.16% 144
2024
Q2
Sell
-2,190
Closed -$202K 137
2024
Q1
$202K Hold
2,190
0.2% 119
2023
Q4
$202K Buy
+2,190
New +$202K 0.2% 115