Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Hold
4,715
﹤0.01% 364
2025
Q1
$229K Hold
4,715
﹤0.01% 346
2024
Q4
$230K Hold
4,715
﹤0.01% 358
2024
Q3
$293K Hold
4,715
﹤0.01% 334
2024
Q2
$275K Hold
4,715
﹤0.01% 337
2024
Q1
$272K Hold
4,715
﹤0.01% 346
2023
Q4
$322K Hold
4,715
﹤0.01% 327
2023
Q3
$268K Hold
4,715
﹤0.01% 337
2023
Q2
$281K Buy
4,715
+206
+5% +$12.3K ﹤0.01% 337
2023
Q1
$286K Buy
4,509
+9
+0.2% +$571 ﹤0.01% 333
2022
Q4
$279K Buy
+4,500
New +$279K 0.01% 335