Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29K Hold
115
﹤0.01% 2296
2025
Q1
$1.06K Sell
115
-119
-51% -$1.1K ﹤0.01% 2353
2024
Q4
$1.84K Sell
234
-22
-9% -$173 ﹤0.01% 2268
2024
Q3
$3.21K Sell
256
-9
-3% -$113 ﹤0.01% 2116
2024
Q2
$1.59K Sell
265
-85
-24% -$511 ﹤0.01% 2224
2024
Q1
$2.33K Hold
350
﹤0.01% 2103
2023
Q4
$3.61K Sell
350
-23
-6% -$237 ﹤0.01% 1967
2023
Q3
$2.63K Sell
373
-25
-6% -$176 ﹤0.01% 1988
2023
Q2
$4.94K Buy
398
+48
+14% +$596 ﹤0.01% 1807
2023
Q1
$3.17K Buy
350
+200
+133% +$1.81K ﹤0.01% 1851
2022
Q4
$636 Hold
150
﹤0.01% 1909
2022
Q3
$0 Hold
150
﹤0.01% 2472
2022
Q2
$1K Hold
150
﹤0.01% 1977
2022
Q1
$3K Hold
150
﹤0.01% 1855
2021
Q4
$6K Hold
150
﹤0.01% 1698
2021
Q3
$8K Hold
150
﹤0.01% 1498
2021
Q2
$10K Hold
150
﹤0.01% 1454
2021
Q1
$10K Buy
+150
New +$10K ﹤0.01% 1339