Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
1,101
-204
-16% -$60K 0.07% 215
2025
Q1
$347K Hold
1,305
0.08% 196
2024
Q4
$328K Sell
1,305
-200
-13% -$50.3K 0.07% 189
2024
Q3
$331K Hold
1,505
0.07% 196
2024
Q2
$259K Hold
1,505
0.06% 209
2024
Q1
$285K Buy
1,505
+1,500
+30,000% +$284K 0.07% 189
2023
Q4
$895 Hold
5
﹤0.01% 1194
2023
Q3
$806 Hold
5
﹤0.01% 1213
2023
Q2
$731 Hold
5
﹤0.01% 1266
2023
Q1
$728 Hold
5
﹤0.01% 1060
2022
Q4
$724 Hold
5
﹤0.01% 1065
2022
Q3
$1K Hold
5
﹤0.01% 1024
2022
Q2
$1K Hold
5
﹤0.01% 1011
2022
Q1
$1K Hold
5
﹤0.01% 1000
2021
Q4
$1K Hold
5
﹤0.01% 886
2021
Q3
$1K Hold
5
﹤0.01% 860
2021
Q2
$1K Hold
5
﹤0.01% 813
2021
Q1
$1K Hold
5
﹤0.01% 723
2020
Q4
$1K Buy
+5
New +$1K ﹤0.01% 674
2020
Q2
Sell
-5
Closed -$1K 275
2020
Q1
$1K Buy
+5
New +$1K ﹤0.01% 636