Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
13,703
+953
+7% +$23.3K 0.03% 129
2025
Q1
$353K Hold
12,750
0.03% 128
2024
Q4
$416K Hold
12,750
0.03% 110
2024
Q3
$457K Hold
12,750
0.04% 103
2024
Q2
$447K Hold
12,750
0.04% 96
2024
Q1
$385K Hold
12,750
0.04% 101
2023
Q4
$384K Buy
+12,750
New +$384K 0.04% 97