Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
4,550
+200
+5% +$9.62K ﹤0.01% 562
2025
Q1
$211K Hold
4,350
﹤0.01% 526
2024
Q4
$212K Hold
4,350
﹤0.01% 535
2024
Q3
$270K Hold
4,350
﹤0.01% 494
2024
Q2
$248K Hold
4,350
﹤0.01% 488
2024
Q1
$251K Hold
4,350
﹤0.01% 488
2023
Q4
$297K Buy
+4,350
New +$297K ﹤0.01% 440
2018
Q3
Sell
-168
Closed -$8K 280
2018
Q2
$8K Hold
168
﹤0.01% 631
2018
Q1
$7K Buy
+168
New +$7K ﹤0.01% 466