Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
+500
New +$235K 0.09% 71
2025
Q1
Sell
-500
Closed -$209K 70
2024
Q4
$209K Buy
+500
New +$209K 0.09% 70
2024
Q3
Sell
-500
Closed -$219K 76
2024
Q2
$219K Hold
500
0.09% 64
2024
Q1
$232K Hold
500
0.1% 66
2023
Q4
$205K Buy
+500
New +$205K 0.11% 70
2019
Q4
Sell
-1,600
Closed -$310K 74
2019
Q3
$310K Buy
+1,600
New +$310K 0.24% 58