Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Buy
25
+2
+9% +$400 ﹤0.01% 2036
2025
Q1
$5K Sell
23
-11
-32% -$2.39K ﹤0.01% 2037
2024
Q4
$13K Buy
34
+18
+113% +$6.88K ﹤0.01% 1661
2024
Q3
$5K Buy
16
+11
+220% +$3.44K ﹤0.01% 1948
2024
Q2
$1K Sell
5
-16
-76% -$3.2K ﹤0.01% 2010
2024
Q1
$8K Hold
21
﹤0.01% 1608
2023
Q4
$6K Sell
21
-7
-25% -$2K ﹤0.01% 1730
2023
Q3
$7K Buy
28
+8
+40% +$2K ﹤0.01% 1673
2023
Q2
$7K Buy
20
+15
+300% +$5.25K ﹤0.01% 1740
2023
Q1
$1K Buy
+5
New +$1K ﹤0.01% 1877
2022
Q4
Hold
0
2163
2022
Q3
Sell
-15
Closed -$3K 2146
2022
Q2
$3K Buy
+15
New +$3K ﹤0.01% 1694
2020
Q4
Sell
-11
Closed -$4K 1557
2020
Q3
$4K Buy
+11
New +$4K ﹤0.01% 1220
2015
Q3
Sell
-125
Closed -$12K 1721
2015
Q2
$12K Hold
125
﹤0.01% 1209
2015
Q1
$12K Hold
125
﹤0.01% 1202
2014
Q4
$12K Hold
125
﹤0.01% 1219
2014
Q3
$10K Sell
125
-85
-40% -$6.8K ﹤0.01% 1089
2014
Q2
$20K Buy
+210
New +$20K ﹤0.01% 1015