Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92K Sell
890
-35
-4% -$3.62K ﹤0.01% 148
2025
Q1
$86K Sell
925
-100
-10% -$9.3K ﹤0.01% 141
2024
Q4
$96K Hold
1,025
﹤0.01% 139
2024
Q3
$100K Hold
1,025
﹤0.01% 141
2024
Q2
$100K Hold
1,025
﹤0.01% 140
2024
Q1
$126K Hold
1,025
﹤0.01% 135
2023
Q4
$124K Sell
1,025
-8,323
-89% -$1.01M 0.01% 131
2023
Q3
$1.11M Sell
9,348
-1,012
-10% -$120K 0.06% 66
2023
Q2
$1.36M Buy
10,360
+2,636
+34% +$346K 0.06% 65
2023
Q1
$1.04M Buy
+7,724
New +$1.04M 0.05% 66
2019
Q2
Sell
-200
Closed -$14K 175
2019
Q1
$14K Buy
+200
New +$14K ﹤0.01% 160