Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
519
+10
+2% +$2.27K 0.04% 166
2025
Q1
$84.5K Hold
509
0.03% 173
2024
Q4
$101K Buy
509
+9
+2% +$1.78K 0.04% 168
2024
Q3
$86.8K Hold
500
0.03% 173
2024
Q2
$86.9K Hold
500
0.04% 174
2024
Q1
$68K Hold
500
0.03% 178
2023
Q4
$52K Hold
500
0.02% 186
2023
Q3
$43.5K Hold
500
0.02% 181
2023
Q2
$50.5K Sell
500
-29
-5% -$2.93K 0.02% 180
2023
Q1
$49.2K Buy
529
+29
+6% +$2.7K 0.02% 188
2022
Q4
$37.2K Buy
+500
New +$37.2K 0.02% 184
2022
Q3
Sell
-300
Closed -$24.5K 239
2022
Q2
$24.5K Buy
+300
New +$24.5K 0.01% 197