Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
4,900
0.1% 81
2025
Q1
$262K Hold
4,900
0.11% 80
2024
Q4
$235K Hold
4,900
0.1% 79
2024
Q3
$218K Hold
4,900
0.09% 83
2024
Q2
$209K Hold
4,900
0.1% 77
2024
Q1
$204K Buy
+4,900
New +$204K 0.1% 77
2023
Q4
Sell
-9,800
Closed -$349K 93
2023
Q3
$349K Buy
+9,800
New +$349K 0.1% 78