Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Sell
1,794
-10
-0.6% -$894 0.01% 362
2025
Q1
$137K Buy
1,804
+304
+20% +$23.1K 0.01% 378
2024
Q4
$116K Hold
1,500
0.01% 299
2024
Q3
$110K Hold
1,500
0.01% 299
2024
Q2
$90.4K Hold
1,500
0.01% 319
2024
Q1
$94.7K Hold
1,500
0.01% 317
2023
Q4
$87.2K Hold
1,500
0.01% 307
2023
Q3
$72.9K Hold
1,500
0.01% 313
2023
Q2
$74.8K Hold
1,500
0.01% 316
2023
Q1
$82K Hold
1,500
0.01% 329
2022
Q4
$92K Hold
1,500
0.01% 335
2022
Q3
$85K Hold
1,500
0.01% 332
2022
Q2
$76K Hold
1,500
0.01% 352
2022
Q1
$89K Hold
1,500
0.01% 380
2021
Q4
$105K Hold
1,500
0.01% 328
2021
Q3
$97K Buy
+1,500
New +$97K 0.01% 299