Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Hold
2,000
0.05% 99
2025
Q1
$272K Hold
2,000
0.03% 116
2024
Q4
$288K Hold
2,000
0.03% 106
2024
Q3
$240K Hold
2,000
0.03% 120
2024
Q2
$218K Hold
2,000
0.03% 118
2024
Q1
$268K Hold
2,000
0.03% 105
2023
Q4
$255K Hold
2,000
0.04% 107
2023
Q3
$254K Hold
2,000
0.04% 107
2023
Q2
$216K Buy
+2,000
New +$216K 0.03% 115