Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
10,000
-224
-2% -$4.9K 0.01% 197
2025
Q1
$200K Buy
10,224
+224
+2% +$4.39K 0.01% 209
2024
Q4
$157K Hold
10,000
0.01% 248
2024
Q3
$182K Hold
10,000
0.01% 243
2024
Q2
$171K Hold
10,000
0.01% 260
2024
Q1
$165K Hold
10,000
0.01% 222
2023
Q4
$150K Hold
10,000
0.01% 236
2023
Q3
$132K Hold
10,000
0.01% 221
2023
Q2
$135K Hold
10,000
0.01% 235
2023
Q1
$119K Hold
10,000
0.01% 197
2022
Q4
$122K Hold
10,000
0.01% 195
2022
Q3
$85K Sell
10,000
-388
-4% -$3.3K 0.01% 189
2022
Q2
$103K Buy
+10,388
New +$103K 0.02% 202