Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$133K Buy
660
+180
+38% +$36.3K ﹤0.01% 486
2024
Q4
$100K Sell
480
-1
-0.2% -$209 ﹤0.01% 530
2024
Q3
$126K Buy
481
+1
+0.2% +$263 ﹤0.01% 497
2024
Q2
$111K Hold
480
﹤0.01% 488
2024
Q1
$132K Hold
480
﹤0.01% 467
2023
Q4
$127K Sell
480
-32
-6% -$8.45K ﹤0.01% 459
2023
Q3
$114K Hold
512
﹤0.01% 459
2023
Q2
$127K Buy
512
+480
+1,500% +$119K ﹤0.01% 440
2023
Q1
$7.11K Buy
+32
New +$7.11K ﹤0.01% 830
2022
Q3
Sell
-40
Closed -$8K 1054
2022
Q2
$8K Buy
+40
New +$8K ﹤0.01% 841
2021
Q4
Sell
-8
Closed -$2K 1137
2021
Q3
$2K Hold
8
﹤0.01% 1006
2021
Q2
$2K Hold
8
﹤0.01% 1003
2021
Q1
$2K Hold
8
﹤0.01% 1052
2020
Q4
$2K Buy
+8
New +$2K ﹤0.01% 1022