Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.9K Hold
1,500
0.01% 105
2025
Q1
$25.8K Hold
1,500
0.01% 100
2024
Q4
$30.3K Hold
1,500
0.02% 96
2024
Q3
$29.7K Buy
+1,500
New +$29.7K 0.02% 95
2024
Q2
Sell
-1,500
Closed -$28.4K 155
2024
Q1
$28.4K Hold
1,500
0.02% 102
2023
Q4
$27K Hold
1,500
0.02% 115
2023
Q3
$24.2K Sell
1,500
-100
-6% -$1.61K 0.02% 121
2023
Q2
$27.6K Sell
1,600
-12,300
-88% -$213K 0.02% 127
2023
Q1
$238K Buy
+13,900
New +$238K 0.15% 74