Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Sell
800
-42
-5% -$9.55K 0.01% 145
2025
Q1
$205K Buy
842
+42
+5% +$10.2K 0.02% 131
2024
Q4
$225K Hold
800
0.02% 118
2024
Q3
$219K Hold
800
0.02% 115
2024
Q2
$240K Hold
800
0.02% 114
2024
Q1
$232K Hold
800
0.02% 124
2023
Q4
$202K Hold
800
0.02% 122
2023
Q3
$212K Hold
800
0.02% 114
2023
Q2
$198K Sell
800
-1,000
-56% -$248K 0.02% 124
2023
Q1
$411K Buy
+1,800
New +$411K 0.04% 91