Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
1,766
+206
+13% +$25.3K 0.02% 197
2025
Q1
$180K Hold
1,560
0.01% 202
2024
Q4
$180K Buy
1,560
+70
+5% +$8.07K 0.01% 202
2024
Q3
$177K Hold
1,490
0.01% 198
2024
Q2
$205K Hold
1,490
0.02% 178
2024
Q1
$114K Hold
1,490
0.01% 234
2023
Q4
$114K Hold
1,490
0.01% 234
2023
Q3
$103K Hold
1,490
0.01% 232
2023
Q2
$80.6K Hold
1,490
0.01% 278
2023
Q1
$59.9K Hold
1,490
0.01% 298
2022
Q4
$59.9K Buy
+1,490
New +$59.9K 0.01% 290