Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Buy
1,323
+12
+0.9% +$109 0.01% 1500
2025
Q1
$14K Buy
1,311
+21
+2% +$224 0.01% 1326
2024
Q4
$18K Hold
1,290
0.01% 1261
2024
Q3
$20K Hold
1,290
0.01% 1218
2024
Q2
$24K Hold
1,290
0.02% 1145
2024
Q1
$21K Buy
+1,290
New +$21K 0.01% 1208
2022
Q3
Hold
0
2699
2022
Q2
Hold
0
2430