Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4168
2024
Q2
Sell
-20
Closed -$50 3263
2024
Q1
$50 Sell
20
-300
-94% -$750 ﹤0.01% 3077
2023
Q4
$1.15K Sell
320
-320
-50% -$1.15K ﹤0.01% 2789
2023
Q3
$2.16K Sell
640
-900
-58% -$3.04K ﹤0.01% 2813
2023
Q2
$6.16K Hold
1,540
﹤0.01% 2472
2023
Q1
$23.3K Sell
1,540
-870
-36% -$13.1K ﹤0.01% 1951
2022
Q4
$41K Sell
2,410
-345
-13% -$5.87K ﹤0.01% 2367
2022
Q3
$46K Buy
2,755
+5
+0.2% +$83 ﹤0.01% 2429
2022
Q2
$45K Hold
2,750
﹤0.01% 2230
2022
Q1
$45K Buy
2,750
+1,725
+168% +$28.2K ﹤0.01% 2230
2021
Q4
$11K Buy
1,025
+805
+366% +$8.64K ﹤0.01% 2141
2021
Q3
$2K Buy
+220
New +$2K ﹤0.01% 2775
2021
Q2
Hold
0
3451
2021
Q1
Hold
0
3364