Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Hold
700
0.28% 84
2025
Q1
$430K Hold
700
0.24% 96
2024
Q4
$440K Hold
700
0.22% 94
2024
Q3
$435K Buy
+700
New +$435K 0.21% 99
2024
Q1
$455K Hold
700
0.22% 93
2023
Q4
$438K Buy
700
+650
+1,300% +$406K 0.23% 93
2023
Q3
$25.5K Hold
50
0.01% 258
2023
Q2
$22.9K Hold
50
0.01% 268
2023
Q1
$22.3K Hold
50
0.01% 278
2022
Q4
$19K Buy
50
+27
+117% +$10.3K 0.01% 290
2022
Q3
$9K Buy
+23
New +$9K 0.01% 354