Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
6,350
-100
-2% -$4.99K ﹤0.01% 922
2025
Q1
$213K Hold
6,450
﹤0.01% 808
2024
Q4
$248K Hold
6,450
﹤0.01% 801
2024
Q3
$216K Buy
+6,450
New +$216K ﹤0.01% 821
2023
Q2
Sell
-21,317
Closed -$370K 874
2023
Q1
$370K Hold
21,317
﹤0.01% 725
2022
Q4
$345K Buy
+21,317
New +$345K ﹤0.01% 744