Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.4K Buy
724
+197
+37% +$24.9K ﹤0.01% 651
2025
Q1
$56.7K Buy
527
+209
+66% +$22.5K ﹤0.01% 701
2024
Q4
$41.7K Buy
318
+130
+69% +$17.1K ﹤0.01% 720
2024
Q3
$20.2K Buy
188
+80
+74% +$8.6K ﹤0.01% 814
2024
Q2
$11.5K Buy
+108
New +$11.5K ﹤0.01% 826
2023
Q2
Sell
-700
Closed -$22.3K 1294
2023
Q1
$22.3K Buy
+700
New +$22.3K ﹤0.01% 850
2022
Q1
Sell
-252
Closed -$12K 1260
2021
Q4
$12K Hold
252
﹤0.01% 950
2021
Q3
$12K Sell
252
-182
-42% -$8.67K ﹤0.01% 1045
2021
Q2
$21K Hold
434
﹤0.01% 981
2021
Q1
$18K Hold
434
﹤0.01% 866
2020
Q4
$18K Hold
434
﹤0.01% 855
2020
Q3
$13K Hold
434
﹤0.01% 878
2020
Q2
$12K Buy
+434
New +$12K ﹤0.01% 884