Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Hold
450
0.05% 114
2025
Q1
$75K Sell
450
-50
-10% -$8.33K 0.04% 118
2024
Q4
$99.1K Hold
500
0.05% 111
2024
Q3
$87.1K Buy
500
+100
+25% +$17.4K 0.04% 116
2024
Q2
$69.8K Buy
400
+300
+300% +$52.3K 0.03% 119
2024
Q1
$13.7K Hold
100
0.01% 148
2023
Q4
$10.4K Buy
+100
New +$10.4K 0.01% 149
2023
Q1
Sell
-800
Closed -$60K 163
2022
Q4
$60K Buy
+800
New +$60K 0.03% 121