Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Hold
2,000
﹤0.01% 1714
2025
Q1
$14.1K Hold
2,000
﹤0.01% 1763
2024
Q4
$26K Sell
2,000
-2,000
-50% -$26K ﹤0.01% 1532
2024
Q3
$22.2K Hold
4,000
﹤0.01% 1901
2024
Q2
$32.3K Hold
4,000
﹤0.01% 1460
2024
Q1
$32.3K Buy
4,000
+1,000
+33% +$8.08K ﹤0.01% 1068
2023
Q4
$15K Buy
3,000
+1,000
+50% +$5K ﹤0.01% 1437
2023
Q3
$18K Buy
2,000
+500
+33% +$4.5K ﹤0.01% 1215
2023
Q2
$15K Buy
1,500
+500
+50% +$5K ﹤0.01% 1168
2023
Q1
$6K Hold
1,000
﹤0.01% 1756
2022
Q4
$12K Hold
1,000
﹤0.01% 1481
2022
Q3
$10K Buy
+1,000
New +$10K ﹤0.01% 1347