Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Hold
800
0.01% 248
2025
Q1
$128K Hold
800
0.02% 232
2024
Q4
$106K Buy
800
+33
+4% +$4.39K 0.01% 242
2024
Q3
$117K Hold
767
0.02% 200
2024
Q2
$113K Hold
767
0.02% 212
2024
Q1
$117K Hold
767
0.02% 200
2023
Q4
$111K Hold
767
0.02% 208
2023
Q3
$117K Sell
767
-283
-27% -$43.3K 0.02% 197
2023
Q2
$143K Buy
+1,050
New +$143K 0.03% 189