Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.1K Buy
1,900
+400
+27% +$3.8K ﹤0.01% 1659
2025
Q1
$18.2K Hold
1,500
﹤0.01% 1442
2024
Q4
$21.1K Hold
1,500
﹤0.01% 1368
2024
Q3
$26K Hold
1,500
﹤0.01% 1353
2024
Q2
$24.8K Hold
1,500
﹤0.01% 1320
2024
Q1
$30.6K Hold
1,500
﹤0.01% 866
2023
Q4
$27.1K Sell
1,500
-1,500
-50% -$27.1K ﹤0.01% 882
2023
Q3
$53K Buy
3,000
+1,500
+100% +$26.5K ﹤0.01% 873
2023
Q2
$29.3K Hold
1,500
﹤0.01% 834
2023
Q1
$29.1K Hold
1,500
﹤0.01% 779
2022
Q4
$32K Hold
1,500
﹤0.01% 707
2022
Q3
$33K Hold
1,500
﹤0.01% 688
2022
Q2
$37K Hold
1,500
﹤0.01% 680
2022
Q1
$52K Hold
1,500
﹤0.01% 671
2021
Q4
$57K Hold
1,500
﹤0.01% 632
2021
Q3
$58K Hold
1,500
﹤0.01% 583
2021
Q2
$50K Hold
1,500
﹤0.01% 553
2021
Q1
$53K Hold
1,500
﹤0.01% 533
2020
Q4
$45K Hold
1,500
﹤0.01% 521
2020
Q3
$56K Buy
+1,500
New +$56K 0.01% 450