Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Hold
5,810
0.01% 614
2025
Q1
$126K Buy
5,810
+1,200
+26% +$26K ﹤0.01% 796
2024
Q4
$97.9K Buy
4,610
+710
+18% +$15.1K ﹤0.01% 838
2024
Q3
$31.6K Buy
+3,900
New +$31.6K ﹤0.01% 1080
2022
Q2
Sell
-100
Closed -$1K 2295
2022
Q1
$1K Hold
100
﹤0.01% 2236
2021
Q4
$1K Hold
100
﹤0.01% 2274
2021
Q3
$1K Buy
+100
New +$1K ﹤0.01% 2106