Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27K Buy
661
+177
+37% +$7.23K ﹤0.01% 639
2025
Q1
$21.9K Buy
484
+11
+2% +$497 ﹤0.01% 665
2024
Q4
$20.5K Hold
473
﹤0.01% 673
2024
Q3
$21.4K Hold
473
﹤0.01% 644
2024
Q2
$19.5K Buy
473
+13
+3% +$535 ﹤0.01% 640
2024
Q1
$17.2K Sell
460
-20
-4% -$748 ﹤0.01% 667
2023
Q4
$18.4K Buy
+480
New +$18.4K ﹤0.01% 642
2023
Q3
Sell
-50
Closed -$2.15K 897
2023
Q2
$2.15K Buy
50
+25
+100% +$1.07K ﹤0.01% 880
2023
Q1
$1.03K Buy
+25
New +$1.03K ﹤0.01% 901
2022
Q4
Sell
-850
Closed -$35K 1010
2022
Q3
$35K Buy
850
+355
+72% +$14.6K 0.01% 438
2022
Q2
$23K Buy
495
+20
+4% +$929 0.01% 515
2022
Q1
$27K Hold
475
0.01% 509
2021
Q4
$28K Buy
+475
New +$28K 0.01% 471
2021
Q3
Sell
-475
Closed -$23K 852
2021
Q2
$23K Hold
475
0.01% 504
2021
Q1
$21K Buy
+475
New +$21K 0.01% 409