Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$737K Sell
2,097
-3
-0.1% -$1.05K 0.27% 112
2025
Q1
$665K Hold
2,100
0.27% 116
2024
Q4
$708K Hold
2,100
0.27% 109
2024
Q3
$669K Sell
2,100
-400
-16% -$127K 0.26% 123
2024
Q2
$804K Hold
2,500
0.33% 87
2024
Q1
$868K Hold
2,500
0.38% 92
2023
Q4
$907K Hold
2,500
0.42% 78
2023
Q3
$744K Hold
2,500
0.4% 90
2023
Q2
$826K Hold
2,500
0.43% 77
2023
Q1
$832K Hold
2,500
0.46% 71
2022
Q4
$604K Hold
2,500
0.36% 87
2022
Q3
$554K Hold
2,500
0.37% 91
2022
Q2
$598K Buy
+2,500
New +$598K 0.42% 88