Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Hold
654
﹤0.01% 131
2025
Q1
$91.4K Hold
654
﹤0.01% 142
2024
Q4
$109K Buy
654
+30
+5% +$5K ﹤0.01% 152
2024
Q3
$106K Buy
624
+53
+9% +$9.03K ﹤0.01% 155
2024
Q2
$80.6K Sell
571
-106
-16% -$15K ﹤0.01% 160
2024
Q1
$85K Buy
677
+223
+49% +$28K ﹤0.01% 162
2023
Q4
$47.9K Buy
+454
New +$47.9K ﹤0.01% 157