Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Buy
1,635
+595
+57% +$48.6K 0.04% 234
2025
Q1
$103K Hold
1,040
0.03% 257
2024
Q4
$104K Buy
1,040
+540
+108% +$54.2K 0.04% 248
2024
Q3
$45.6K Hold
500
0.02% 341
2024
Q2
$40.8K Hold
500
0.02% 331
2024
Q1
$40K Sell
500
-100
-17% -$8K 0.02% 334
2023
Q4
$42K Hold
600
0.02% 314
2023
Q3
$38K Hold
600
0.02% 319
2023
Q2
$37K Hold
600
0.02% 325
2023
Q1
$38K Hold
600
0.02% 312
2022
Q4
$39K Hold
600
0.02% 302
2022
Q3
$31K Hold
600
0.02% 308
2022
Q2
$33K Hold
600
0.02% 305
2022
Q1
$42K Buy
600
+100
+20% +$7K 0.03% 309
2021
Q4
$29K Buy
+500
New +$29K 0.02% 347