Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
+3,000
New +$297K 0.64% 54
2025
Q1
Sell
-2,000
Closed -$208K 78
2024
Q4
$208K Hold
2,000
0.46% 74
2024
Q3
$177K Hold
2,000
0.38% 78
2024
Q2
$147K Buy
2,000
+1,000
+100% +$73.4K 0.4% 63
2024
Q1
$66.1K Buy
1,000
+898
+880% +$59.3K 0.2% 80
2023
Q4
$7.58K Buy
+102
New +$7.58K 0.02% 385