Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Hold
1,500
0.05% 112
2025
Q1
$143K Hold
1,500
0.05% 112
2024
Q4
$159K Buy
+1,500
New +$159K 0.05% 107
2022
Q1
Sell
-1,500
Closed -$207K 140
2021
Q4
$207K Hold
1,500
0.03% 134
2021
Q3
$203K Hold
1,500
0.03% 126
2021
Q2
$219K Buy
+1,500
New +$219K 0.03% 127