Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25
Closed -$2.21K 1378
2025
Q1
$2.21K Buy
+25
New +$2.21K ﹤0.01% 994
2023
Q2
Sell
-10
Closed -$1.4K 1044
2023
Q1
$1.4K Hold
10
﹤0.01% 879
2022
Q4
$1.24K Sell
10
-30
-75% -$3.72K ﹤0.01% 853
2022
Q3
$5K Sell
40
-10
-20% -$1.25K ﹤0.01% 721
2022
Q2
$6K Sell
50
-75
-60% -$9K ﹤0.01% 720
2022
Q1
$18K Sell
125
-5
-4% -$720 ﹤0.01% 585
2021
Q4
$24K Buy
+130
New +$24K 0.01% 498
2021
Q3
Sell
-175
Closed -$31K 633
2021
Q2
$31K Buy
+175
New +$31K 0.01% 433