Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
2,000
-70
-3% -$5.3K 0.02% 218
2025
Q1
$148K Sell
2,070
-36
-2% -$2.57K 0.02% 221
2024
Q4
$185K Buy
2,106
+106
+5% +$9.3K 0.02% 201
2024
Q3
$144K Hold
2,000
0.02% 181
2024
Q2
$152K Hold
2,000
0.02% 176
2024
Q1
$144K Hold
2,000
0.02% 184
2023
Q4
$149K Hold
2,000
0.02% 185
2023
Q3
$136K Hold
2,000
0.02% 185
2023
Q2
$146K Buy
+2,000
New +$146K 0.03% 188