Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.2K Hold
400
﹤0.01% 334
2025
Q1
$29.3K Hold
400
﹤0.01% 339
2024
Q4
$25.1K Hold
400
﹤0.01% 329
2024
Q3
$26.4K Hold
400
﹤0.01% 323
2024
Q2
$28.9K Hold
400
﹤0.01% 325
2024
Q1
$26.8K Sell
400
-400
-50% -$26.8K ﹤0.01% 276
2023
Q4
$52.6K Sell
800
-1,100
-58% -$72.4K 0.01% 240
2023
Q3
$122K Sell
1,900
-200
-10% -$12.9K 0.02% 180
2023
Q2
$127K Sell
2,100
-800
-28% -$48.3K 0.03% 160
2023
Q1
$167K Sell
2,900
-4,350
-60% -$250K 0.04% 142
2022
Q4
$411K Buy
+7,250
New +$411K 0.1% 118