Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
200
-15
-7% -$7.69K 0.03% 124
2025
Q1
$92.2K Buy
+215
New +$92.2K 0.03% 121
2024
Q4
Sell
-200
Closed -$101K 184
2024
Q3
$101K Hold
200
0.04% 99
2024
Q2
$119K Hold
200
0.05% 89
2024
Q1
$114K Buy
200
+64
+47% +$36.6K 0.05% 92
2023
Q4
$70K Buy
+136
New +$70K 0.06% 109