Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$208K Buy
4,300
+1,600
+59% +$77.2K ﹤0.01% 405
2024
Q4
$100K Buy
2,700
+2,655
+5,900% +$98.8K ﹤0.01% 529
2024
Q3
$2.41K Buy
+45
New +$2.41K ﹤0.01% 957
2024
Q2
Sell
-200
Closed -$7.17K 1019
2024
Q1
$7.17K Sell
200
-2,229
-92% -$79.9K ﹤0.01% 849
2023
Q4
$101K Buy
2,429
+2,129
+710% +$88.1K ﹤0.01% 493
2023
Q3
$11.1K Hold
300
﹤0.01% 806
2023
Q2
$12.8K Sell
300
-1
-0.3% -$43 ﹤0.01% 778
2023
Q1
$14.8K Buy
+301
New +$14.8K ﹤0.01% 760
2022
Q4
Sell
-301
Closed -$13K 981
2022
Q3
$13K Buy
+301
New +$13K ﹤0.01% 761
2021
Q1
Sell
-168
Closed -$10K 1169
2020
Q4
$10K Hold
168
﹤0.01% 864
2020
Q3
$11K Hold
168
﹤0.01% 818
2020
Q2
$10K Hold
168
﹤0.01% 749
2020
Q1
$8K Hold
168
﹤0.01% 759
2019
Q4
$7K Hold
168
﹤0.01% 836
2019
Q3
$6K Hold
168
﹤0.01% 865
2019
Q2
$6K Buy
+168
New +$6K ﹤0.01% 863