Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,200
Closed -$297K 178
2025
Q1
$297K Hold
2,200
0.08% 157
2024
Q4
$298K Buy
+2,200
New +$298K 0.08% 158
2024
Q3
Sell
-2,000
Closed -$292K 188
2024
Q2
$292K Buy
+2,000
New +$292K 0.09% 153
2022
Q3
Sell
-2,000
Closed -$201K 113
2022
Q2
$201K Buy
+2,000
New +$201K 0.14% 118