Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Hold
1,280
0.03% 290
2025
Q1
$207K Hold
1,280
0.03% 298
2024
Q4
$221K Hold
1,280
0.03% 286
2024
Q3
$208K Sell
1,280
-220
-15% -$35.7K 0.03% 301
2024
Q2
$218K Hold
1,500
0.03% 286
2024
Q1
$253K Hold
1,500
0.03% 275
2023
Q4
$235K Buy
+1,500
New +$235K 0.04% 277
2023
Q3
Sell
-1,500
Closed -$200K 307
2023
Q2
$200K Buy
+1,500
New +$200K 0.03% 298
2023
Q1
Sell
-1,500
Closed -$163K 731
2022
Q4
$163K Buy
+1,500
New +$163K 0.02% 321