Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
2,786
+1,462
+110% +$99.7K ﹤0.01% 829
2025
Q1
$58.7K Hold
1,324
﹤0.01% 1059
2024
Q4
$54.4K Hold
1,324
﹤0.01% 1062
2024
Q3
$56.7K Hold
1,324
﹤0.01% 997
2024
Q2
$54.5K Buy
+1,324
New +$54.5K ﹤0.01% 1000
2024
Q1
Sell
-20
Closed -$871 1923
2023
Q4
$871 Buy
+20
New +$871 ﹤0.01% 1563