Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.1K Hold
300
﹤0.01% 212
2025
Q1
$22K Hold
300
﹤0.01% 229
2024
Q4
$18.8K Sell
300
-138
-32% -$8.65K ﹤0.01% 234
2024
Q3
$28.9K Sell
438
-94
-18% -$6.2K ﹤0.01% 224
2024
Q2
$38.4K Buy
532
+232
+77% +$16.7K ﹤0.01% 207
2024
Q1
$20.1K Hold
300
﹤0.01% 223
2023
Q4
$19.7K Hold
300
﹤0.01% 222
2023
Q3
$19.3K Sell
300
-249
-45% -$16K ﹤0.01% 208
2023
Q2
$33.1K Sell
549
-600
-52% -$36.2K ﹤0.01% 193
2023
Q1
$66.1K Buy
1,149
+423
+58% +$24.3K 0.01% 148
2022
Q4
$41.3K Hold
726
0.01% 128
2022
Q3
$36K Buy
+726
New +$36K 0.03% 35
2022
Q2
Sell
-522
Closed -$29K 160
2022
Q1
$29K Buy
+522
New +$29K 0.01% 62