Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.5K Hold
150
0.04% 83
2025
Q1
$40.8K Hold
150
0.03% 90
2024
Q4
$49.8K Buy
+150
New +$49.8K 0.04% 82
2024
Q3
Sell
-150
Closed -$47K 140
2024
Q2
$47K Sell
150
-1,065
-88% -$334K 0.04% 88
2024
Q1
$380K Hold
1,215
0.28% 40
2023
Q4
$293K Hold
1,215
0.26% 42
2023
Q3
$259K Sell
1,215
-50
-4% -$10.7K 0.23% 44
2023
Q2
$254K Hold
1,265
0.18% 43
2023
Q1
$217K Buy
+1,265
New +$217K 0.18% 47