Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Hold
700
0.14% 140
2025
Q1
$257K Hold
700
0.12% 151
2024
Q4
$283K Hold
700
0.13% 144
2024
Q3
$353K Hold
700
0.17% 123
2024
Q2
$301K Hold
700
0.16% 126
2024
Q1
$265K Hold
700
0.15% 130
2023
Q4
$227K Hold
700
0.14% 144
2023
Q3
$220K Hold
700
0.16% 138
2023
Q2
$239K Hold
700
0.17% 135
2023
Q1
$207K Hold
700
0.15% 144
2022
Q4
$210K Buy
+700
New +$210K 0.14% 160
2022
Q2
Sell
-700
Closed -$211K 170
2022
Q1
$211K Buy
+700
New +$211K 0.13% 180