Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Hold
13,000
﹤0.01% 1156
2025
Q1
$134K Hold
13,000
﹤0.01% 1029
2024
Q4
$124K Hold
13,000
﹤0.01% 1037
2024
Q3
$138K Sell
13,000
-4,000
-24% -$42.3K ﹤0.01% 1026
2024
Q2
$140K Hold
17,000
﹤0.01% 1014
2024
Q1
$144K Hold
17,000
﹤0.01% 1018
2023
Q4
$140K Hold
17,000
﹤0.01% 1025
2023
Q3
$142K Buy
17,000
+3,000
+21% +$25K ﹤0.01% 1028
2023
Q2
$117K Sell
14,000
-3,000
-18% -$25.1K ﹤0.01% 1045
2023
Q1
$138K Sell
17,000
-100
-0.6% -$814 ﹤0.01% 1050
2022
Q4
$137K Sell
17,100
-1,100
-6% -$8.8K ﹤0.01% 1087
2022
Q3
$111K Buy
+18,200
New +$111K ﹤0.01% 1202