Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$121K Hold
460
﹤0.01% 502
2024
Q4
$120K Sell
460
-3
-0.6% -$783 ﹤0.01% 507
2024
Q3
$108K Sell
463
-50
-10% -$11.6K ﹤0.01% 512
2024
Q2
$104K Buy
513
+338
+193% +$68.2K ﹤0.01% 505
2024
Q1
$30K Buy
+175
New +$30K ﹤0.01% 683
2023
Q4
Sell
-300
Closed -$47.8K 1025
2023
Q3
$47.8K Buy
+300
New +$47.8K ﹤0.01% 582
2022
Q1
Sell
-100
Closed -$27K 1125
2021
Q4
$27K Sell
100
-8
-7% -$2.16K ﹤0.01% 712
2021
Q3
$31K Buy
108
+50
+86% +$14.4K ﹤0.01% 673
2021
Q2
$16K Buy
58
+50
+625% +$13.8K ﹤0.01% 779
2021
Q1
$2K Hold
8
﹤0.01% 1057
2020
Q4
$2K Buy
+8
New +$2K ﹤0.01% 1026