Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
+910
New +$254K 0.06% 136
2023
Q2
Sell
-600
Closed -$145K 87
2023
Q1
$145K Hold
600
0.06% 70
2022
Q4
$158K Hold
600
0.07% 73
2022
Q3
$135K Hold
600
0.07% 75
2022
Q2
$146K Hold
600
0.05% 79
2022
Q1
$145K Hold
600
0.16% 73
2021
Q4
$135K Hold
600
0.1% 85
2021
Q3
$128K Hold
600
0.1% 86
2021
Q2
$146K Hold
600
0.13% 73
2021
Q1
$149K Hold
600
0.15% 70
2020
Q4
$138K Buy
+600
New +$138K 0.13% 70