Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$157K Hold
562
0.13% 63
2025
Q1
$175K Sell
562
-563
-50% -$175K 0.13% 57
2024
Q4
$293K Hold
1,125
0.24% 45
2024
Q3
$362K Hold
1,125
0.15% 46
2024
Q2
$352K Hold
1,125
0.26% 41
2024
Q1
$320K Hold
1,125
0.24% 43
2023
Q4
$324K Hold
1,125
0.28% 40
2023
Q3
$302K Hold
1,125
0.26% 43
2023
Q2
$250K Buy
1,125
+63
+6% +$14K 0.18% 44
2023
Q1
$257K Hold
1,062
0.21% 43
2022
Q4
$279K Buy
+1,062
New +$279K 0.18% 44