Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Hold
1,425
0.06% 94
2025
Q1
$387K Hold
1,425
0.05% 98
2024
Q4
$473K Hold
1,425
0.06% 95
2024
Q3
$472K Buy
1,425
+225
+19% +$74.6K 0.06% 95
2024
Q2
$376K Hold
1,200
0.05% 95
2024
Q1
$375K Hold
1,200
0.05% 94
2023
Q4
$289K Hold
1,200
0.04% 104
2023
Q3
$256K Hold
1,200
0.04% 106
2023
Q2
$241K Hold
1,200
0.03% 108
2023
Q1
$206K Buy
+1,200
New +$206K 0.03% 114
2022
Q1
Sell
-1,200
Closed -$207K 117
2021
Q4
$207K Buy
+1,200
New +$207K 0.03% 118