Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,000
Closed -$369K 185
2025
Q1
$369K Hold
6,000
0.06% 185
2024
Q4
$509K Hold
6,000
0.08% 162
2024
Q3
$370K Hold
6,000
0.06% 185
2024
Q2
$289K Hold
6,000
0.05% 221
2024
Q1
$297K Hold
6,000
0.05% 212
2023
Q4
$284K Hold
6,000
0.14% 147
2023
Q3
$284K Buy
+6,000
New +$284K 0.06% 197