Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Hold
1,250
﹤0.01% 257
2025
Q1
$125K Hold
1,250
0.01% 254
2024
Q4
$137K Hold
1,250
0.01% 248
2024
Q3
$144K Hold
1,250
0.01% 249
2024
Q2
$125K Hold
1,250
0.01% 268
2024
Q1
$138K Hold
1,250
0.01% 266
2023
Q4
$134K Hold
1,250
0.01% 264
2023
Q3
$123K Hold
1,250
0.01% 249
2023
Q2
$132K Hold
1,250
0.01% 251
2023
Q1
$120K Buy
+1,250
New +$120K 0.01% 261
2022
Q3
Sell
-1,500
Closed -$119K 361
2022
Q2
$119K Buy
+1,500
New +$119K 0.01% 248
2022
Q1
Sell
-1,500
Closed -$133K 362
2021
Q4
$133K Buy
+1,500
New +$133K 0.01% 249