Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Hold
511
0.01% 360
2025
Q1
$339K Hold
511
0.01% 371
2024
Q4
$354K Buy
511
+115
+29% +$79.7K 0.01% 364
2024
Q3
$330K Hold
396
0.01% 372
2024
Q2
$405K Hold
396
0.02% 341
2024
Q1
$384K Buy
396
+16
+4% +$15.5K 0.02% 349
2023
Q4
$288K Buy
+380
New +$288K 0.01% 376
2023
Q3
Sell
-328
Closed -$238K 428
2023
Q2
$238K Hold
328
0.01% 396
2023
Q1
$223K Buy
+328
New +$223K 0.01% 416