Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
3,533
-3,967
-53% -$176K 0.01% 321
2025
Q1
$249K Hold
7,500
0.01% 257
2024
Q4
$273K Hold
7,500
0.01% 264
2024
Q3
$212K Hold
7,500
0.01% 265
2024
Q2
$193K Hold
7,500
0.01% 267
2024
Q1
$187K Buy
7,500
+2,500
+50% +$62.3K 0.01% 270
2023
Q4
$91.3K Buy
+5,000
New +$91.3K ﹤0.01% 329