Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,650
Closed -$7.05K 131
2025
Q1
$7.05K Hold
2,650
﹤0.01% 212
2024
Q4
$10.7K Sell
2,650
-2,000
-43% -$8.1K 0.01% 195
2024
Q3
$19.3K Hold
4,650
0.01% 165
2024
Q2
$11.4K Buy
4,650
+1,000
+27% +$2.45K 0.01% 185
2024
Q1
$9.16K Hold
3,650
0.01% 203
2023
Q4
$13.1K Sell
3,650
-500
-12% -$1.79K 0.01% 182
2023
Q3
$14K Hold
4,150
0.01% 145
2023
Q2
$16.6K Buy
4,150
+1,000
+32% +$4K 0.01% 118
2023
Q1
$24.5K Buy
3,150
+150
+5% +$1.17K 0.04% 85
2022
Q4
$13.4K Buy
3,000
+500
+20% +$2.24K 0.02% 98
2022
Q3
$20K Buy
2,500
+1,000
+67% +$8K 0.19% 78
2022
Q2
$9K Hold
1,500
0.08% 111
2022
Q1
$19K Hold
1,500
0.02% 98
2021
Q4
$15K Buy
+1,500
New +$15K 0.01% 119