Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Buy
2,475
+73
+3% +$5.82K ﹤0.01% 718
2025
Q1
$193K Buy
2,402
+577
+32% +$46.4K ﹤0.01% 705
2024
Q4
$175K Buy
1,825
+1,425
+356% +$136K ﹤0.01% 739
2024
Q3
$40.4K Buy
+400
New +$40.4K ﹤0.01% 1019
2022
Q2
Sell
-123
Closed -$15K 2183
2022
Q1
$15K Hold
123
﹤0.01% 1581
2021
Q4
$14K Hold
123
﹤0.01% 1664
2021
Q3
$13K Sell
123
-127
-51% -$13.4K ﹤0.01% 1580
2021
Q2
$29K Hold
250
﹤0.01% 1220
2021
Q1
$25K Hold
250
﹤0.01% 1209
2020
Q4
$26K Hold
250
﹤0.01% 994
2020
Q3
$28K Buy
250
+127
+103% +$14.2K ﹤0.01% 928
2020
Q2
$13K Buy
+123
New +$13K ﹤0.01% 1029