Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35K Buy
444
+67
+18% +$5.28K 0.01% 237
2025
Q1
$30K Hold
377
0.01% 246
2024
Q4
$30K Buy
377
+6
+2% +$477 0.01% 246
2024
Q3
$30K Buy
371
+2
+0.5% +$162 0.01% 217
2024
Q2
$25K Buy
369
+16
+5% +$1.08K 0.01% 219
2024
Q1
$27K Buy
353
+24
+7% +$1.84K 0.01% 200
2023
Q4
$22K Sell
329
-89
-21% -$5.95K 0.01% 204
2023
Q3
$26K Buy
418
+8
+2% +$498 0.01% 194
2023
Q2
$23K Buy
410
+110
+37% +$6.17K 0.01% 218
2023
Q1
$21K Hold
300
0.01% 207
2022
Q4
$18K Hold
300
0.01% 215
2022
Q3
$18K Buy
+300
New +$18K 0.01% 219
2022
Q1
Sell
-100
Closed -$6K 421
2021
Q4
$6K Buy
+100
New +$6K ﹤0.01% 280
2021
Q3
Sell
-100
Closed -$6K 406
2021
Q2
$6K Buy
+100
New +$6K ﹤0.01% 259
2020
Q4
Sell
-130
Closed -$5K 366
2020
Q3
$5K Hold
130
﹤0.01% 233
2020
Q2
$5K Hold
130
﹤0.01% 202
2020
Q1
$4K Buy
+130
New +$4K ﹤0.01% 227