Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$124K Hold
393
﹤0.01% 496
2024
Q4
$133K Sell
393
-5
-1% -$1.69K ﹤0.01% 490
2024
Q3
$127K Buy
398
+5
+1% +$1.59K ﹤0.01% 493
2024
Q2
$126K Sell
393
-30
-7% -$9.65K ﹤0.01% 473
2024
Q1
$147K Buy
423
+30
+8% +$10.4K ﹤0.01% 450
2023
Q4
$143K Hold
393
﹤0.01% 439
2023
Q3
$117K Hold
393
﹤0.01% 457
2023
Q2
$130K Buy
+393
New +$130K ﹤0.01% 435
2022
Q4
Sell
-36
Closed -$8K 938
2022
Q3
$8K Sell
36
-4
-10% -$889 ﹤0.01% 795
2022
Q2
$10K Buy
40
+36
+900% +$9K ﹤0.01% 802
2022
Q1
$1K Hold
4
﹤0.01% 1003
2021
Q4
$2K Hold
4
﹤0.01% 1003
2021
Q3
$1K Hold
4
﹤0.01% 1029
2021
Q2
$1K Hold
4
﹤0.01% 1031
2021
Q1
$1K Buy
+4
New +$1K ﹤0.01% 1079
2020
Q2
Sell
-250
Closed -$58K 864
2020
Q1
$58K Buy
+250
New +$58K ﹤0.01% 477