Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
23,026
+26
+0.1% +$333 ﹤0.01% 517
2025
Q1
$237K Hold
23,000
﹤0.01% 540
2024
Q4
$292K Hold
23,000
﹤0.01% 493
2024
Q3
$294K Hold
23,000
﹤0.01% 505
2024
Q2
$292K Hold
23,000
﹤0.01% 485
2024
Q1
$521K Hold
23,000
0.01% 404
2023
Q4
$571K Hold
23,000
0.01% 404
2023
Q3
$394K Hold
23,000
0.01% 436
2023
Q2
$381K Hold
23,000
0.01% 452
2023
Q1
$404K Hold
23,000
0.01% 441
2022
Q4
$292K Sell
23,000
-705
-3% -$8.95K ﹤0.01% 499
2022
Q3
$299K Buy
23,705
+705
+3% +$8.89K 0.01% 508
2022
Q2
$419K Hold
23,000
0.01% 492
2022
Q1
$497K Hold
23,000
0.01% 477
2021
Q4
$992K Buy
+23,000
New +$992K 0.01% 388