Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.8K Hold
425
0.03% 82
2025
Q1
$56.4K Hold
425
0.03% 84
2024
Q4
$48.1K Hold
425
0.03% 86
2024
Q3
$48.5K Buy
+425
New +$48.5K 0.03% 87
2024
Q2
Sell
-425
Closed -$48K 51
2024
Q1
$48K Sell
425
-1,000
-70% -$113K 0.03% 94
2023
Q4
$157K Hold
1,425
0.1% 60
2023
Q3
$138K Buy
1,425
+75
+6% +$7.26K 0.1% 60
2023
Q2
$147K Sell
1,350
-1,000
-43% -$109K 0.1% 59
2023
Q1
$260K Buy
2,350
+2,245
+2,138% +$248K 0.16% 68
2022
Q4
$11.3K Buy
+105
New +$11.3K 0.01% 127