Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.4K Hold
200
0.01% 315
2025
Q1
$79.8K Hold
200
0.02% 300
2024
Q4
$71.8K Hold
200
0.02% 310
2024
Q3
$69.2K Hold
200
0.02% 300
2024
Q2
$58.7K Sell
200
-148
-43% -$43.5K 0.01% 314
2024
Q1
$116K Sell
348
-78
-18% -$26K 0.03% 200
2023
Q4
$124K Sell
426
-8,988
-95% -$2.62M 0.03% 194
2023
Q3
$3.05M Buy
+9,414
New +$3.05M 1.25% 12