Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Hold
3,800
﹤0.01% 146
2025
Q1
$278K Hold
3,800
﹤0.01% 137
2024
Q4
$238K Hold
3,800
﹤0.01% 150
2024
Q3
$251K Sell
3,800
-1,049
-22% -$69.2K ﹤0.01% 146
2024
Q2
$350K Hold
4,849
﹤0.01% 140
2024
Q1
$325K Sell
4,849
-3,950
-45% -$265K ﹤0.01% 149
2023
Q4
$579K Hold
8,799
0.01% 127
2023
Q3
$566K Sell
8,799
-500
-5% -$32.2K 0.01% 130
2023
Q2
$561K Sell
9,299
-650
-7% -$39.2K 0.01% 126
2023
Q1
$572K Hold
9,949
0.01% 126
2022
Q4
$567K Hold
9,949
0.01% 120
2022
Q3
$495K Hold
9,949
0.01% 121
2022
Q2
$520K Hold
9,949
0.01% 121
2022
Q1
$546K Buy
+9,949
New +$546K 0.01% 120