Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Hold
7,500
0.03% 130
2025
Q1
$600K Hold
7,500
0.03% 129
2024
Q4
$729K Hold
7,500
0.03% 118
2024
Q3
$711K Hold
7,500
0.03% 118
2024
Q2
$626K Buy
7,500
+3,500
+88% +$292K 0.03% 122
2024
Q1
$343K Hold
4,000
0.02% 158
2023
Q4
$331K Buy
4,000
+1,000
+33% +$82.6K 0.02% 164
2023
Q3
$216K Hold
3,000
0.01% 195
2023
Q2
$227K Buy
+3,000
New +$227K 0.01% 187