Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$668K Hold
2,950
0.12% 83
2025
Q1
$490K Sell
2,950
-250
-8% -$41.5K 0.09% 94
2024
Q4
$632K Hold
3,200
0.12% 87
2024
Q3
$556K Sell
3,200
-300
-9% -$52.1K 0.1% 89
2024
Q2
$608K Hold
3,500
0.12% 89
2024
Q1
$476K Hold
3,500
0.09% 102
2023
Q4
$364K Hold
3,500
0.08% 107
2023
Q3
$304K Hold
3,500
0.07% 112
2023
Q2
$353K Hold
3,500
0.08% 104
2023
Q1
$326K Hold
3,500
0.08% 110
2022
Q4
$261K Hold
3,500
0.07% 122
2022
Q3
$240K Buy
+3,500
New +$240K 0.07% 121