Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.9K Buy
23,350
+5,000
+27% +$8.55K ﹤0.01% 555
2025
Q1
$30.8K Sell
18,350
-5,000
-21% -$8.4K ﹤0.01% 528
2024
Q4
$55.8K Sell
23,350
-2,500
-10% -$5.98K 0.01% 524
2024
Q3
$95.1K Hold
25,850
0.01% 505
2024
Q2
$62K Buy
25,850
+2,500
+11% +$6K 0.01% 397
2024
Q1
$59.1K Buy
+23,350
New +$59.1K 0.01% 402
2023
Q4
Hold
0
282