Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767K Buy
11,800
+1,800
+18% +$117K 0.04% 343
2025
Q1
$550K Hold
10,000
0.03% 367
2024
Q4
$611K Hold
10,000
0.03% 355
2024
Q3
$627K Hold
10,000
0.03% 368
2024
Q2
$575K Hold
10,000
0.03% 354
2024
Q1
$691K Hold
10,000
0.04% 352
2023
Q4
$656K Hold
10,000
0.04% 333
2023
Q3
$668K Hold
10,000
0.04% 307
2023
Q2
$689K Hold
10,000
0.04% 314
2023
Q1
$634K Hold
10,000
0.05% 308
2022
Q4
$671K Hold
10,000
0.05% 298
2022
Q3
$596K Buy
10,000
+5,000
+100% +$298K 0.05% 294
2022
Q2
$325K Hold
5,000
0.02% 401
2022
Q1
$325K Hold
5,000
0.02% 413
2021
Q4
$302K Buy
+5,000
New +$302K 0.02% 419