Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Hold
4,800
0.2% 15
2025
Q1
$421K Buy
+4,800
New +$421K 0.2% 16
2024
Q4
Sell
-4,800
Closed -$388K 22
2024
Q3
$388K Buy
+4,800
New +$388K 0.17% 17
2023
Q4
Sell
-4,800
Closed -$256K 17
2023
Q3
$256K Hold
4,800
0.18% 15
2023
Q2
$247K Buy
+4,800
New +$247K 0.16% 16
2023
Q1
Sell
-4,800
Closed -$227K 64
2022
Q4
$227K Buy
+4,800
New +$227K 0.19% 16