Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Hold
1,400
0.02% 182
2025
Q1
$234K Hold
1,400
0.02% 207
2024
Q4
$324K Sell
1,400
-300
-18% -$69.4K 0.02% 179
2024
Q3
$293K Sell
1,700
-800
-32% -$138K 0.02% 191
2024
Q2
$401K Hold
2,500
0.03% 183
2024
Q1
$331K Hold
2,500
0.02% 180
2023
Q4
$279K Hold
2,500
0.02% 167
2023
Q3
$207K Hold
2,500
0.02% 175
2023
Q2
$216K Buy
+2,500
New +$216K 0.02% 170