Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Hold
10,446
0.1% 78
2025
Q1
$353K Hold
10,446
0.09% 74
2024
Q4
$309K Hold
10,446
0.08% 77
2024
Q3
$328K Hold
10,446
0.08% 74
2024
Q2
$377K Hold
10,446
0.1% 71
2024
Q1
$394K Hold
10,446
0.11% 69
2023
Q4
$370K Hold
10,446
0.11% 65
2023
Q3
$404K Buy
10,446
+3,446
+49% +$133K 0.13% 66
2023
Q2
$247K Hold
7,000
0.13% 31
2023
Q1
$266K Hold
7,000
0.14% 30
2022
Q4
$245K Buy
+7,000
New +$245K 0.14% 34
2022
Q2
Sell
-7,000
Closed -$206K 36
2022
Q1
$206K Buy
+7,000
New +$206K 0.1% 37