Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.7K Buy
1,335
+35
+3% +$2.09K ﹤0.01% 909
2025
Q1
$67.8K Hold
1,300
﹤0.01% 927
2024
Q4
$69.8K Hold
1,300
﹤0.01% 916
2024
Q3
$75.3K Buy
+1,300
New +$75.3K ﹤0.01% 878
2024
Q2
Sell
-100
Closed -$4.64K 1929
2024
Q1
$4.64K Hold
100
﹤0.01% 1409
2023
Q4
$4.43K Hold
100
﹤0.01% 1368
2023
Q3
$3.56K Hold
100
﹤0.01% 1396
2023
Q2
$3.93K Hold
100
﹤0.01% 1384
2023
Q1
$3.43K Hold
100
﹤0.01% 1416
2022
Q4
$3K Buy
+100
New +$3K ﹤0.01% 1527
2022
Q2
Sell
-603
Closed -$20K 2451
2022
Q1
$20K Hold
603
﹤0.01% 1526
2021
Q4
$23K Hold
603
﹤0.01% 1528
2021
Q3
$20K Buy
+603
New +$20K ﹤0.01% 1463
2014
Q2
Sell
-10,000
Closed -$258K 497
2014
Q1
$258K Hold
10,000
0.04% 373
2013
Q4
$266K Hold
10,000
0.04% 346
2013
Q3
$236K Buy
+10,000
New +$236K 0.04% 350