Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$209K Hold
1,100
0.11% 42
2024
Q4
$241K Hold
1,100
0.15% 38
2024
Q3
$205K Hold
1,100
0.12% 43
2024
Q2
$213K Buy
+1,100
New +$213K 0.13% 44
2024
Q1
Sell
-4,200
Closed -$638K 51
2023
Q4
$638K Hold
4,200
0.39% 39
2023
Q3
$534K Buy
+4,200
New +$534K 0.38% 40
2023
Q1
$434K Buy
+4,200
New +$434K 0.31% 41
2018
Q4
Sell
-2,860
Closed -$286K 29
2018
Q3
$286K Buy
+2,860
New +$286K 0.29% 23