Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Sell
870
-50
-5% -$11.1K 0.02% 220
2025
Q1
$189K Hold
920
0.02% 220
2024
Q4
$168K Hold
920
0.02% 236
2024
Q3
$189K Hold
920
0.02% 224
2024
Q2
$161K Buy
920
+700
+318% +$123K 0.02% 230
2024
Q1
$37.8K Buy
+220
New +$37.8K ﹤0.01% 379
2021
Q4
Sell
-16
Closed -$2K 546
2021
Q3
$2K Buy
+16
New +$2K ﹤0.01% 520