Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-300
Closed -$42.1K 612
2024
Q4
$42.1K Buy
+300
New +$42.1K 0.01% 327
2024
Q2
Sell
-60
Closed -$7.37K 479
2024
Q1
$7.37K Hold
60
﹤0.01% 423
2023
Q4
$7.15K Sell
60
-10
-14% -$1.19K ﹤0.01% 428
2023
Q3
$8.07K Buy
70
+10
+17% +$1.15K ﹤0.01% 424
2023
Q2
$6.71K Buy
+60
New +$6.71K ﹤0.01% 442
2022
Q3
Sell
-42
Closed -$5K 530
2022
Q2
$5K Hold
42
﹤0.01% 464
2022
Q1
$6K Hold
42
﹤0.01% 462
2021
Q4
$5K Hold
42
﹤0.01% 465
2021
Q3
$5K Hold
42
﹤0.01% 447
2021
Q2
$5K Hold
42
﹤0.01% 459
2021
Q1
$4K Buy
+42
New +$4K ﹤0.01% 462