Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Hold
1,000
0.01% 482
2025
Q1
$302K Hold
1,000
0.02% 450
2024
Q4
$276K Hold
1,000
0.01% 466
2024
Q3
$288K Hold
1,000
0.01% 505
2024
Q2
$255K Hold
1,000
0.01% 493
2024
Q1
$259K Hold
1,000
0.01% 482
2023
Q4
$226K Hold
1,000
0.01% 471
2023
Q3
$208K Buy
+1,000
New +$208K 0.01% 459
2023
Q1
Sell
-1,000
Closed -$221K 512
2022
Q4
$221K Buy
+1,000
New +$221K 0.02% 446
2022
Q2
Sell
-1,000
Closed -$218K 528
2022
Q1
$218K Buy
+1,000
New +$218K 0.01% 461