Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
1,877
+40
+2% +$4.98K 0.02% 220
2025
Q1
$234K Hold
1,837
0.02% 212
2024
Q4
$264K Hold
1,837
0.02% 204
2024
Q3
$273K Hold
1,837
0.02% 203
2024
Q2
$232K Buy
1,837
+577
+46% +$72.7K 0.02% 209
2024
Q1
$232K Buy
+1,260
New +$232K 0.03% 107
2021
Q4
Sell
-790
Closed -$228K 109
2021
Q3
$228K Buy
+790
New +$228K 0.04% 93