Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
+2,000
New +$210K 0.01% 684
2025
Q1
Sell
-2,000
Closed -$219K 686
2024
Q4
$219K Hold
2,000
0.01% 613
2024
Q3
$230K Buy
+2,000
New +$230K 0.01% 678
2024
Q2
Sell
-2,000
Closed -$221K 663
2024
Q1
$221K Hold
2,000
0.02% 599
2023
Q4
$214K Buy
+2,000
New +$214K 0.02% 640
2023
Q3
Sell
-2,000
Closed -$211K 661
2023
Q2
$211K Buy
+2,000
New +$211K 0.02% 603
2022
Q4
Sell
-4,000
Closed -$300K 674
2022
Q3
$300K Hold
4,000
0.02% 629
2022
Q2
$318K Hold
4,000
0.02% 592
2022
Q1
$320K Buy
+4,000
New +$320K 0.02% 656