Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Sell
6
-1
-14% -$167 ﹤0.01% 1065
2025
Q1
$2K Hold
7
﹤0.01% 767
2024
Q4
$2K Buy
7
+1
+17% +$286 ﹤0.01% 764
2024
Q3
$1K Hold
6
﹤0.01% 900
2024
Q2
$1K Buy
6
+2
+50% +$333 ﹤0.01% 811
2024
Q1
$2K Hold
4
﹤0.01% 764
2023
Q4
$1K Buy
4
+2
+100% +$500 ﹤0.01% 962
2023
Q3
$0 Hold
2
﹤0.01% 1167
2023
Q2
$0 Buy
+2
New ﹤0.01% 1008
2022
Q2
Sell
-100
Closed -$21K 550
2022
Q1
$21K Hold
100
0.01% 180
2021
Q4
$22K Hold
100
0.01% 173
2021
Q3
$21K Buy
+100
New +$21K 0.01% 177