Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25,007
Closed -$37.6K 1274
2025
Q1
$37.6K Buy
25,007
+5,000
+25% +$7.53K ﹤0.01% 1180
2024
Q4
$54.8K Buy
+20,007
New +$54.8K ﹤0.01% 1164
2023
Q4
Sell
-500
Closed -$11.3K 1069
2023
Q3
$11.3K Hold
500
﹤0.01% 902
2023
Q2
$16K Sell
500
-10
-2% -$320 ﹤0.01% 932
2023
Q1
$15.2K Hold
510
﹤0.01% 860
2022
Q4
$24K Hold
510
﹤0.01% 839
2022
Q3
$21K Hold
510
﹤0.01% 796
2022
Q2
$19K Hold
510
﹤0.01% 740
2022
Q1
$25K Hold
510
﹤0.01% 749
2021
Q4
$32K Buy
+510
New +$32K ﹤0.01% 750