Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Buy
3,677
+1,709
+87% +$9.76K 0.01% 541
2025
Q1
$9K Buy
+1,968
New +$9K 0.01% 509
2023
Q1
Hold
0
738
2022
Q4
Sell
-100
Closed -$11K 743
2022
Q3
$11K Sell
100
-250
-71% -$27.5K 0.01% 371
2022
Q2
$39K Buy
+350
New +$39K 0.03% 255
2022
Q1
Hold
0
875