Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Hold
19,000
0.03% 390
2025
Q1
$417K Sell
19,000
-1,500
-7% -$32.9K 0.03% 399
2024
Q4
$429K Hold
20,500
0.02% 406
2024
Q3
$429K Hold
20,500
0.02% 438
2024
Q2
$429K Hold
20,500
0.02% 413
2024
Q1
$365K Buy
+20,500
New +$365K 0.02% 446