Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.6K Sell
75
-25
-25% -$1.2K ﹤0.01% 630
2025
Q1
$4.33K Hold
100
﹤0.01% 604
2024
Q4
$5.15K Sell
100
-25
-20% -$1.29K ﹤0.01% 573
2024
Q3
$6.3K Hold
125
﹤0.01% 544
2024
Q2
$4.77K Sell
125
-150
-55% -$5.73K ﹤0.01% 560
2024
Q1
$12K Hold
275
0.01% 462
2023
Q4
$10K Hold
275
0.01% 467
2023
Q3
$9K Hold
275
0.01% 472
2023
Q2
$9K Sell
275
-30
-10% -$982 ﹤0.01% 485
2023
Q1
$10K Hold
305
0.01% 464
2022
Q4
$11K Hold
305
0.01% 427
2022
Q3
$10K Hold
305
0.01% 422
2022
Q2
$10K Hold
305
0.01% 433
2022
Q1
$11K Sell
305
-250
-45% -$9.02K 0.01% 453
2021
Q4
$24K Buy
+555
New +$24K 0.01% 370