Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
1,240
+160
+15% +$35.7K 0.02% 176
2025
Q1
$222K Buy
1,080
+160
+17% +$32.9K 0.02% 201
2024
Q4
$168K Hold
920
0.01% 228
2024
Q3
$189K Hold
920
0.01% 214
2024
Q2
$161K Buy
920
+600
+188% +$105K 0.01% 222
2024
Q1
$55K Hold
320
﹤0.01% 309
2023
Q4
$48.2K Buy
+320
New +$48.2K ﹤0.01% 323
2021
Q1
Sell
-80
Closed -$7K 577
2020
Q4
$7K Hold
80
﹤0.01% 460
2020
Q3
$7K Buy
+80
New +$7K ﹤0.01% 455