Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.5K Buy
1,171
+1,000
+585% +$26K ﹤0.01% 225
2025
Q1
$4.34K Buy
+171
New +$4.34K ﹤0.01% 286
2024
Q1
Sell
-605
Closed -$11.5K 360
2023
Q4
$11.5K Buy
+605
New +$11.5K ﹤0.01% 220
2021
Q1
Sell
-1,000
Closed -$20K 392
2020
Q4
$20K Hold
1,000
﹤0.01% 235
2020
Q3
$15K Hold
1,000
﹤0.01% 232
2020
Q2
$14K Buy
+1,000
New +$14K ﹤0.01% 209