Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3K Hold
50
﹤0.01% 314
2025
Q1
$8.3K Hold
50
﹤0.01% 336
2024
Q4
$9.88K Hold
50
﹤0.01% 350
2024
Q3
$8.68K Hold
50
﹤0.01% 348
2024
Q2
$8.69K Hold
50
﹤0.01% 353
2024
Q1
$6.8K Buy
+50
New +$6.8K ﹤0.01% 343
2023
Q3
Sell
-1,000
Closed -$101K 512
2023
Q2
$101K Hold
1,000
0.04% 111
2023
Q1
$93K Hold
1,000
0.06% 117
2022
Q4
$74.5K Sell
1,000
-78
-7% -$5.81K 0.05% 133
2022
Q3
$73.9K Hold
1,078
0.07% 133
2022
Q2
$88.1K Hold
1,078
0.07% 115
2022
Q1
$112K Sell
1,078
-1,000
-48% -$104K 0.09% 110
2021
Q4
$250K Buy
+2,078
New +$250K 0.21% 78