Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$766K Hold
4,000
0.03% 123
2025
Q1
$653K Hold
4,000
0.03% 123
2024
Q4
$689K Hold
4,000
0.03% 123
2024
Q3
$649K Hold
4,000
0.03% 124
2024
Q2
$582K Buy
4,000
+2,000
+100% +$291K 0.03% 131
2024
Q1
$338K Hold
2,000
0.02% 164
2023
Q4
$313K Buy
+2,000
New +$313K 0.02% 171
2023
Q3
Sell
-1,500
Closed -$200K 219
2023
Q2
$200K Buy
+1,500
New +$200K 0.01% 203