Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36K Hold
300
0.01% 378
2025
Q1
$44.2K Hold
300
0.01% 356
2024
Q4
$48.7K Sell
300
-50
-14% -$8.12K 0.02% 330
2024
Q3
$57K Hold
350
0.02% 312
2024
Q2
$47.8K Hold
350
0.02% 313
2024
Q1
$54K Hold
350
0.02% 300
2023
Q4
$50K Sell
350
-100
-22% -$14.3K 0.03% 294
2023
Q3
$59K Hold
450
0.03% 274
2023
Q2
$72K Hold
450
0.04% 261
2023
Q1
$71K Sell
450
-50
-10% -$7.89K 0.04% 253
2022
Q4
$70K Hold
500
0.04% 239
2022
Q3
$64K Hold
500
0.04% 240
2022
Q2
$70K Hold
500
0.05% 231
2022
Q1
$70K Hold
500
0.04% 249
2021
Q4
$87K Buy
+500
New +$87K 0.05% 236