Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50K Sell
3,638
-2,462
-40% -$33.8K ﹤0.01% 1013
2025
Q1
$75.9K Hold
6,100
﹤0.01% 906
2024
Q4
$81.1K Hold
6,100
﹤0.01% 878
2024
Q3
$68.4K Hold
6,100
﹤0.01% 899
2024
Q2
$81.9K Hold
6,100
﹤0.01% 821
2024
Q1
$66.8K Hold
6,100
﹤0.01% 868
2023
Q4
$143K Buy
6,100
+5,000
+455% +$117K ﹤0.01% 710
2023
Q3
$26.7K Buy
+1,100
New +$26.7K ﹤0.01% 1048
2023
Q1
Sell
-100
Closed -$2K 2000
2022
Q4
$2K Sell
100
-550
-85% -$11K ﹤0.01% 1564
2022
Q3
$21K Buy
650
+50
+8% +$1.62K ﹤0.01% 1285
2022
Q2
$15K Sell
600
-500
-45% -$12.5K ﹤0.01% 1457
2022
Q1
$55K Hold
1,100
﹤0.01% 1178
2021
Q4
$114K Buy
+1,100
New +$114K ﹤0.01% 979