Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-500
Closed -$35.2K 1327
2025
Q1
$35.2K Hold
500
﹤0.01% 759
2024
Q4
$37.2K Sell
500
-10
-2% -$743 ﹤0.01% 722
2024
Q3
$37.9K Buy
510
+10
+2% +$743 ﹤0.01% 713
2024
Q2
$30K Sell
500
-6
-1% -$360 ﹤0.01% 713
2024
Q1
$30.5K Buy
+506
New +$30.5K ﹤0.01% 708
2021
Q4
Sell
-720
Closed -$226K 316
2021
Q3
$226K Sell
720
-27
-4% -$8.48K 0.06% 270
2021
Q2
$343K Sell
747
-50
-6% -$23K 0.11% 196
2021
Q1
$310K Sell
797
-40
-5% -$15.6K 0.13% 133
2020
Q4
$278K Buy
+837
New +$278K 0.13% 126