Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$247K Sell
7,432
-800
-10% -$26.5K ﹤0.01% 379
2024
Q4
$300K Buy
8,232
+582
+8% +$21.2K 0.01% 352
2024
Q3
$217K Hold
7,650
﹤0.01% 399
2024
Q2
$197K Sell
7,650
-400
-5% -$10.3K ﹤0.01% 402
2024
Q1
$201K Sell
8,050
-200
-2% -$4.98K ﹤0.01% 401
2023
Q4
$151K Buy
8,250
+8,050
+4,025% +$147K ﹤0.01% 426
2023
Q3
$3.75K Buy
+200
New +$3.75K ﹤0.01% 896
2022
Q1
Sell
-591
Closed -$21K 1155
2021
Q4
$21K Buy
+591
New +$21K ﹤0.01% 757